Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
7 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.

  • Deborah Claridge

    IRN DJC01452

    • (947)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (948)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (949)CF1 Director (AR) (since 13 May 2016)
  • Deborah Collier

    IRN DAC01244

    • (74)CF1 Director (AR) (since 5 Sep 2024)
    • (906)CF1 Director (AR) (24 Dec 2019 to 14 Oct 2021)
    • (905)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jun 2025)
    • (904)CF4 Partner (AR) (13 Apr 2007 to 14 Dec 2011)
  • Deborah Jane Evans

    IRN DJE00041

    • (2025)CF1 Director (AR) (8 Aug 2006 to 10 Dec 2009)
  • Deborah Lee Crook

    IRN DLL01037

    • (64)CF1 Director (AR) (since 26 Sep 2017)
  • Deborah Lynn Young

    IRN DLY01003

    • (1972)Appointed representative dealing with clients for which they require qualification (7 Sep 2020 to 31 Aug 2022)
  • Deborah Michelle Taylor

    IRN DXT00391

    • (727)11. Pension transfer specialist
    • (728)[FCA CF] Client dealing (since 14 Jan 2025)
    • (729)[FCA CF] Functions requiring qualifications (since 14 Jan 2025)
  • Deborah Suzanne Milner

    IRN DSM00047

    • (2193)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
  • Debra Ann Cooke

    IRN DAC00022

    • (244)CF1 Director (AR) (24 Aug 2010 to 16 Apr 2012)
  • Debra Bishop

    IRN DXB01822

    • (676)CF1 Director (AR) (7 Jun 2007 to 14 Mar 2023)
  • Debra Garner

    IRN DCG00023

    • (590)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (591)Appointed representative dealing with clients for which they require qualification (since 31 Jan 2020)
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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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