Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
14 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.

  • Gabriella Karai

    IRN GXK00049

    • (319)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (320)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gabriella Veebe Wasilewska

    IRN GXW83654

    • (511)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (512)Appointed representative dealing with clients for which they require qualification (since 21 Jan 2021)
  • Gail Smyth

    IRN GXS01320

    • (547)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (548)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gareth Anthony Stokes

    IRN GXS01777

    • (2987)CF1 Director (AR) (20 May 2015 to 21 Dec 2016)
  • Gareth Charles Murray

    IRN GCM01077

    • (37)CF1 Director (AR) (29 Sep 2014 to 22 Jul 2016)
  • Gareth Cross

    IRN GJC01104

    • (2105)CF1 Director (AR) (5 Oct 2007 to 21 Jan 2012)
  • Gareth Francis Maunder

    IRN GFM01048

    • (598)CF4 Partner (AR) (3 May 2012 to 3 Mar 2014)
  • Gareth Hume

    IRN GXH01877

    • (2387)CF1 Director (AR) (11 Jan 2017 to 5 Jan 2022)
  • Gareth James Deacy

    IRN GJD01074

    • (333)CF1 Director (AR) (16 Feb 2010 to 15 Aug 2010)
  • Gareth John Jones

    IRN GXJ01138

    • (283)CF1 Director (AR) (14 Aug 2009 to 17 Mar 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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