Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
18 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.

  • Edward Hayter

    IRN EXH01102

    • (2692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2022)
    • (2693)CF1 Director (AR) (2 Oct 2012 to 3 Nov 2022)
  • Edward Hilland

    IRN EXH01165

    • (405)CF1 Director (AR) (29 Mar 2006 to 9 Jul 2008)
  • Edward Hugh Rogers

    IRN EHR00003

    • (2016)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2022)
    • (2017)CF1 Director (AR) (13 Dec 2016 to 15 Dec 2016)
  • Edward John Rogers Cookman

    IRN EJC00015

    • (2291)CF1 Director (AR) (23 Aug 2007 to 31 Jan 2020)
  • Edward Swan

    IRN EKS01011

    • (2157)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
  • Edyta Puc

    IRN EXP00037

    • (1660)Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 22 Oct 2021)
  • Ehtesham Ahmed

    IRN EXA00020

    • (1214)CF1 Director (AR) (28 Aug 2007 to 17 Jun 2009)
  • Eileen Cassin

    IRN EXC01052

    • (138)CF1 Director (AR) (22 Mar 2007 to 13 Mar 2009)
  • Eileen Foy

    IRN EXF00015

    • (2856)CF4 Partner (AR) (1 Jul 2015 to 8 Jul 2021)
  • Eileen Moran

    IRN EXM00067

    • (277)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (278)Appointed representative dealing with clients for which they require qualification (since 9 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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