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.

  • Dylan Brough

    IRN DXB00515

    • (1493)Appointed representative dealing with clients for which they require qualification (18 Jun 2021 to 25 Apr 2024)
  • Dylan Edward James

    IRN DXJ00174

    • (1482)Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 21 Feb 2022)
  • Dylan Noble-Baker

    IRN DXN00069

    • (2336)Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 7 Jun 2021)
  • Eamon Martin Southwell

    IRN EMS00004

    • (1391)CF1 Director (AR) (8 May 2009 to 8 Apr 2010)
  • Eamonn Prendergast

    IRN ERP01005

    • (2719)CF1 Director (AR) (27 Feb 2018 to 21 Nov 2024)
  • Edmund Chisholm

    IRN EXC01236

    • (7)CF1 Director (AR) (since 14 Feb 2006)
  • Edmund Curran

    IRN EXC00067

    • (1785)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)
  • Edmund Hastie

    IRN EXH01341

    • (978)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Eduard Florin Constantinescu

    IRN EXC00065

    • (425)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (426)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2020)
  • Edward Coote Green

    IRN ECG01015

    • (371)CF1 Director (AR) (12 Feb 2007 to 22 Jun 2009)
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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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