Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 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.

  • David Johnson

    IRN DXJ00066

    • (1722)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
  • David Jonathan Clarke

    IRN DJC00095

    • (565)CF1 Director (AR) (22 May 2014 to 21 Dec 2016)
  • David Keith Entwistle

    IRN DKE01005

    • (1153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1154)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1155)CF1 Director (AR) (since 20 Oct 2006)
  • David Keith Gordon

    IRN DKG00005

    • (1229)CF4 Partner (AR) (since 29 Jul 2015)
  • David Keith Griffin

    IRN DXG01703

    • (2378)CF1 Director (AR) (2 Dec 2013 to 31 May 2016)
  • David Knight

    IRN DXK01163

    • (1236)CF4 Partner (AR) (since 20 Nov 2014)
  • David Kyle Dobbin

    IRN DXD00009

    • (776)CF1 Director (AR) (1 Sep 2009 to 21 Jun 2019)
  • David Kyle Peacock

    IRN DKP01027

    • (1173)CF1 Director (AR) (22 Feb 2017 to 11 Oct 2019)
  • David Laurence Hope

    IRN DLH01088

    • (2552)CF1 Director (AR) (16 Oct 2006 to 8 May 2008)
  • David Lee Huntbatch

    IRN DXH07516

    • (1499)CF1 Director (AR) (since 2 Jun 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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