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.

  • Gary John Couzens

    IRN GXC00090

    • (1273)CF4 Partner (AR) (15 Mar 2006 to 20 Jan 2021)
  • Gary John Lewis

    IRN GJL01091

    • (1019)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1020)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1021)CF1 Director (AR) (since 22 Jul 2015)
    • (2653)CF1 Director (AR) (29 Jun 2009 to 20 Jul 2012)
  • Gary Martin Fowkes

    IRN GXF00035

    • (382)21. Advising or arranging (bringing about) equity release transactions
    • (383)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (384)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gary Michael Hall

    IRN GXH00009

    • (893)CF4 Partner (AR) (10 Sep 2020 to 24 Aug 2022)
  • Gary Paul Bennett

    IRN GPB01067

    • (227)CF1 Director (AR) (9 Oct 2013 to 27 Jul 2014)
  • Gary Paul Taylor

    IRN GPT01046

    • (104)CF1 Director (AR) (9 Apr 2008 to 11 Aug 2010)
  • Gary Paul Woollam

    IRN GPW01037

    • (1189)CF1 Director (AR) (11 Jan 2007 to 28 May 2008)
  • Gary Prewett

    IRN GJP00028

    • (2447)CF1 Director (AR) (17 Nov 2014 to 27 Feb 2024)
  • Gary Robert Taylor

    IRN GRT00007

    • (504)CF4 Partner (AR) (21 Jun 2007 to 11 Oct 2011)
  • Gary Thomas Hills

    IRN GTH01022

    • (415)CF1 Director (AR) (27 Apr 2006 to 24 Nov 2008)
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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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