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.

  • Darren Thomas Nichols

    IRN DXN00039

    • (1678)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
  • Darren William John Sharkey

    IRN DWS01044

    • (2897)SMF18 Other Overall Responsibility (28 May 2020 to 1 Jan 2021)
    • (2898)SMF3 Executive Director (9 Dec 2019 to 17 May 2020)
    • (2899)CF1 Director (1 Feb 2017 to 8 Dec 2019)
  • Darren Wilson

    IRN DXW00083

    • (1849)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Dec 2021)
  • Daryl Charles Vickers

    IRN DCV01006

    • (360)CF1 Director (AR) (15 Oct 2012 to 13 Jul 2017)
  • Daryl Cornelius

    IRN DXC01647

    • (421)CF1 Director (AR) (16 Aug 2007 to 4 Nov 2008)
  • Daryl Jon Holmes

    IRN DJH01425

    • (2649)CF1 Director (AR) (21 May 2013 to 23 Mar 2022)
  • Daryl Wayne Lay

    IRN DWL01025

    • (2135)CF1 Director (AR) (19 Mar 2014 to 22 Dec 2022)
  • David Adamson

    IRN DXA00082

    • (1831)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
  • David Bernard Craft

    IRN DBC01048

    • (615)CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
  • David Bourne

    IRN DXB00197

    • (2669)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
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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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