Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 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.

  • Deirdre Harriet Marr

    IRN DHM01052

    • (781)CF1 Director (AR) (17 Oct 2006 to 2 Jun 2011)
  • Delia Marie Lazenby

    IRN DML01137

    • (2872)CF1 Director (AR) (4 Aug 2017 to 31 Dec 2018)
  • Delwinder Maan

    IRN DXM12897

    • (477)CF1 Director (AR) (22 Mar 2019 to 2 Jul 2019)
  • Denis West

    IRN DXW00187

    • (1262)Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 5 Mar 2021)
  • Denise Cowie

    IRN DXC01799

    • (708)CF1 Director (AR) (26 May 2015 to 29 Jan 2016)
  • Denise Frost

    IRN DXF00066

    • (1758)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Denise Rosina Poole

    IRN DRP01090

    • (352)CF4 Partner (AR) (24 Oct 2006 to 6 May 2008)
  • Dennis Alan Lane

    IRN DAL00044

    • (228)CF1 Director (AR) (26 Oct 2017 to 12 Feb 2018)
  • Dennis William Taylor

    IRN DWT00001

    • (2487)CF4 Partner (AR) (1 Jun 2020 to 31 Jan 2023)
  • Denver Cooper Thompson

    IRN DCT01048

    • (1022)CF1 Director (AR) (since 19 May 2020)
    • (2638)CF1 Director (AR) (10 Dec 2014 to 8 Dec 2019)
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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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