Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 hours ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • George Roberts

    IRN GMR01080

    • (2270)CF1 Director (AR) (1 May 2014 to 12 Jan 2018)
  • George Stuart Adamson

    IRN GXA00045

    • (1832)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2023)
  • Georgia Sherman

    IRN GXS00461

    • (1461)[FCA CF] Significant management (20 Jun 2022 to 31 Oct 2024)
  • Georgina Dicks

    IRN GXD26748

    • (895)CF1 Director (AR) (7 Jan 2020 to 29 Apr 2022)
    • (894)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 15 Nov 2021)
  • Georgina Victoria Cooke

    IRN GXC00521

    • (750)[FCA CF] Significant management (since 20 Nov 2023)
  • Geraint Davies

    IRN GXD01518

    • (553)CF1 Director (AR) (7 Mar 2012 to 2 Dec 2013)
  • Geraint Jones

    IRN GXJ01340

    • (1474)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1475)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1476)CF1 Director (AR) (since 8 Dec 2017)
  • Geraint Saunders

    IRN GXS00465

    • (796)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (797)Appointed representative dealing with clients for which they require qualification (since 29 Jun 2022)
  • Geraint Wyn Jones

    IRN GWJ01029

    • (2450)CF4 Partner (AR) (1 Jun 2012 to 16 Apr 2018)
  • Gerald Cuddihy

    IRN GXC01473

    • (326)CF1 Director (AR) (3 Jul 2007 to 5 Aug 2009)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)

  2. controlled function added: (1504)CF1 Director (AR)

  3. controlled function added: (1503)SMF11 Chair of the Audit Committee

  4. controlled function added: (1502)CF1 Director (AR)

  5. controlled function added: (1501)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1499)CF1 Director (AR)

  8. controlled function added: (1498)CF1 Director (AR)

  9. controlled function added: (1497)CF1 Director (AR)

  10. controlled function added: (1496)Appointed representative dealing with clients for which they require qualification

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