Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
3 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.

  • Daniel Kitchener

    IRN DXK00070

    • (1712)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Apr 2021)
  • Daniel Marshall

    IRN DXM00613

    • (1474)Appointed representative dealing with clients for which they require qualification (26 Apr 2021 to 6 Mar 2023)
  • Daniel Marshall

    IRN DXM00213

    • (1690)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
  • Daniel Matthew Baynton

    IRN DXB00712

    • (1360)SMF5 Head of Internal Audit (since 26 Jan 2023)
  • Daniel Paul Aslett

    IRN DXA00073

    • (2632)CF1 Director (AR) (31 Mar 2013 to 28 Apr 2014)
  • Daniel Philip Thomas

    IRN DPT00020

    • (2186)CF1 Director (AR) (29 Aug 2012 to 20 Sep 2019)
  • Daniel Philpott

    IRN DXP00111

    • (238)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (237)21. Advising or arranging (bringing about) equity release transactions
    • (239)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Daniel Prowse

    IRN DXP00112

    • (2296)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Oct 2022)
  • Daniel Quinn

    IRN DXQ00009

    • (2731)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
  • Daniel Shearan

    IRN DXS02251

    • (556)CF1 Director (AR) (8 Mar 2012 to 2 Dec 2013)
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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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