Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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.

  • Gillian Glastonbury

    IRN GXG01275

    • (251)CF1 Director (AR) (10 May 2006 to 5 May 2006)
  • Gillian Grace

    IRN GXG01465

    • (44)CF1 Director (AR) (since 21 Jul 2015)
  • Gillian Mary Davidson

    IRN GMD01047

    • (1179)SMF4 Chief Risk (19 May 2020 to 30 Jun 2021)
    • (1178)SMF16 Compliance Oversight (9 Dec 2019 to 30 Jun 2021)
    • (1177)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 Jan 2020)
    • (1180)CF11 Money Laundering Reporting (29 Dec 2017 to 8 Dec 2019)
    • (1181)CF10 Compliance Oversight (4 Apr 2017 to 8 Dec 2019)
    • (1182)CF1 Director (6 Dec 2016 to 4 Apr 2017)
  • Gillian Parry - Jones

    IRN GXP01249

    • (2966)CF1 Director (AR) (27 Nov 2006 to 2 Mar 2021)
  • Giovanni Cerone

    IRN GXG00025

    • (884)CF1 Director (AR) (27 Feb 2007 to 30 Dec 2013)
  • Glen Alan Smith

    IRN GAS01086

    • (2952)CF1 Director (AR) (1 Feb 2008 to 24 Dec 2008)
  • Glen Blows

    IRN GXB00253

    • (138)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (139)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Glyn Parry Jones

    IRN GPJ01004

    • (2908)SMF7 Group Entity Senior Manager (9 Dec 2019 to 12 May 2022)
    • (2909)CF2 Non Executive Director (1 Nov 2016 to 8 Dec 2019)
  • Glyn Robert Goff

    IRN GRG00009

    • (2439)CF4 Partner (AR) (31 Jul 2013 to 12 Apr 2018)
  • Glyn Walker

    IRN GPW00006

    • (1314)CF4 Partner (AR) (since 12 Dec 2011)
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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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