Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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.

  • Dominic Hennessy

    IRN DJH00027

    • (1068)CF1 Director (AR) (since 26 Apr 2013)
    • (2534)CF30 Customer (26 Apr 2013 to 10 Dec 2013)
  • Dominic John Wynyard Rose

    IRN DJR01310

    • (2910)CF1 Director (AR) (20 Mar 2019 to 3 Aug 2020)
  • Dominic Louis Andersen

    IRN DLA00005

    • (2562)CF1 Director (AR) (31 Mar 2013 to 1 Nov 2017)
  • Donald Chattaway

    IRN DXC01877

    • (1069)CF1 Director (AR) (31 Dec 2013 to 28 May 2019)
  • Donald Graham Pollard

    IRN DXP00097

    • (305)CF4 Partner (AR) (30 Mar 2017 to 11 Nov 2019)
  • Donald Lachlan Munro MacPherson

    IRN DLM00020

    • (2033)CF1 Director (AR) (11 Jul 2014 to 7 Dec 2017)
  • Donald Nichols

    IRN DXN00040

    • (1676)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
  • Donna Coy

    IRN DXC02645

    • (1452)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1453)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1454)CF1 Director (AR) (since 1 Jun 2018)
  • Donna Joan Ryan

    IRN DJR01245

    • (235)CF1 Director (AR) (11 Oct 2006 to 14 Nov 2008)
  • Dorota Bronislawa Parzych

    IRN DXP00249

    • (1532)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2025)
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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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