Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

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 Hide limitations
- · 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
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- · 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

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

Gary Walker
IRN GXW01456
- (2768)CF1 Director (AR) (30 Dec 2013 to 21 Dec 2016)
Gary Wilcock
IRN GSW00015
- (972)CF1 Director (AR) (since 6 Feb 2013)
Gaurav Shukla
IRN GXS00129
- (2217)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Nov 2021)
Gavin Alan Whiting
IRN GAW01101
- (212)CF1 Director (AR) (1 Nov 2006 to 7 Feb 2008)
Gavin Anderson
IRN GXA00046
- (1826)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2021)
Gavin Dorman
IRN GXD01451
- (584)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (585)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Gavin Farr
IRN GEF00001
- (1217)CF1 Director (AR) (since 20 Nov 2013)
Gavin James Kennedy Milroy
IRN GJM00037
- (342)CF1 Director (AR) (6 Jun 2007 to 28 Jul 2009)
Gavin John Little
IRN GJL01117
- (823)CF1 Director (AR) (20 Oct 2017 to 5 Dec 2017)
- (822)CF4 Partner (AR) (15 Apr 2016 to 1 Jul 2022)
Gavin John Tilstone
IRN GXT00137
- (96)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (97)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

JS Risk & Controls Ltd (no longer appointed)
FRN 613202 · Appointed 15 Jan 2014 · Until 16 Sep 2014
Kinak Thakore (no longer appointed)
FRN 613009 · Appointed 14 Jan 2014 · Until 20 Oct 2017
Malcolm Barnfield (no longer appointed)
FRN 505209 · Appointed 10 Jan 2014 · Until 11 May 2020
Timothy Steer (no longer appointed)
FRN 613016 · Appointed 8 Jan 2014 · Until 24 Feb 2021
Spot-On Financial Solutions Ltd (no longer appointed)
FRN 612282 · Appointed 7 Jan 2014 · Until 15 Jul 2016
CT Finance Ltd (no longer appointed)
FRN 591343 · Appointed 7 Jan 2014 · Until 8 Apr 2015
Financial Focus Ltd (no longer appointed)
FRN 612166 · Appointed 6 Jan 2014 · Until 15 Mar 2019
Rutland Financial Services Limited (no longer appointed)
FRN 612042 · Appointed 3 Jan 2014 · Until 20 Apr 2023
Tyrone Financial Services (no longer appointed)
FRN 612201 · Appointed 23 Dec 2013 · Until 27 Nov 2020
Mander Duffill Financial Planning Solutions Ltd (no longer appointed)
FRN 611724 · Appointed 23 Dec 2013 · Until 6 May 2017

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

12 hours ago
controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)
12 hours ago
controlled function added: (1504)CF1 Director (AR)
12 hours ago
controlled function added: (1503)SMF11 Chair of the Audit Committee
12 hours ago
controlled function added: (1502)CF1 Director (AR)
12 hours ago
controlled function added: (1501)Appointed representative dealing with clients for which they require qualification
12 hours ago
controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
12 hours ago
controlled function added: (1499)CF1 Director (AR)
12 hours ago
controlled function added: (1498)CF1 Director (AR)
12 hours ago
controlled function added: (1497)CF1 Director (AR)
12 hours ago
controlled function added: (1496)Appointed representative dealing with clients for which they require qualification

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.