Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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 James Stringer

    IRN DJS00174

    • (1207)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1208)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1209)CF1 Director (AR) (since 15 Mar 2013)
  • David Jameson Hall

    IRN DXH00098

    • (1327)CF1 Director (AR) (8 May 2007 to 20 Nov 2017)
    • (1326)CF4 Partner (AR) (12 May 2006 to 8 May 2007)
  • David Jane

    IRN DXJ00035

    • (1996)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
  • David Jeffery Andrews

    IRN DJA01122

    • (2697)CF1 Director (AR) (22 Sep 2010 to 7 Mar 2011)
  • David John Barker

    IRN DJB01420

    • (391)CF4 Partner (AR) (10 Oct 2008 to 8 May 2012)
  • David John Craven

    IRN DJC00009

    • (1129)CF1 Director (AR) (since 31 Mar 2013)
  • David John Cresswell

    IRN DJC01349

    • (2490)CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
  • David John Dalziel

    IRN DJD01208

    • (767)CF1 Director (AR) (27 Sep 2012 to 3 Apr 2025)
  • David John Donovan

    IRN DXD00062

    • (408)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (407)21. Advising or arranging (bringing about) equity release transactions
    • (409)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David John Dunworth

    IRN DJD00038

    • (570)CF1 Director (AR) (7 Nov 2013 to 27 Jul 2015)
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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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