Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
6 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.

  • Christopher McKeown

    IRN CXM00369

    • (2467)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Dec 2022)
  • Christopher Michael Aubrey

    IRN CMA00007

    • (2038)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
  • Christopher Mullane

    IRN CJM00001

    • (2700)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Christopher Neville Shaw

    IRN CNS01045

    • (563)CF1 Director (AR) (7 Feb 2017 to 15 Sep 2017)
  • Christopher Newman

    IRN CXN00011

    • (2404)CF1 Director (AR) (26 Apr 2006 to 11 May 2015)
    • (2403)CF22 Investment Adviser (Trainee) (26 Apr 2006 to 5 Oct 2007)
  • Christopher Nicholas Riley

    IRN CNR01030

    • (484)CF1 Director (AR) (5 Dec 2013 to 9 Jan 2018)
  • Christopher Nicolaou

    IRN CXN01084

    • (695)CF1 Director (AR) (31 May 2013 to 11 May 2018)
  • Christopher Olivant

    IRN CXO00027

    • (1672)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Nov 2022)
  • Christopher Paul Wakefield

    IRN CPW00002

    • (402)CF1 Director (AR) (13 Jul 2015 to 30 Mar 2018)
  • Christopher Paul Winnett

    IRN CPW00004

    • (2620)CF1 Director (AR) (29 May 2007 to 17 Dec 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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