Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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 John Durkan

    IRN CXD00068

    • (1116)CF1 Director (AR) (since 14 Aug 2015)
  • Christopher John Last

    IRN CJL00035

    • (39)CF2 Non Executive Director (AR) (since 26 May 2016)
  • Christopher John Loraine Samuel

    IRN CJS01139

    • (537)Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
    • (1068)SMF9 Chair of the Governing Body (18 Jun 2020 to 31 Aug 2023)
  • Christopher John Millership

    IRN CJM01349

    • (121)CF1 Director (AR) (16 Oct 2007 to 8 Aug 2008)
  • Christopher John Wright

    IRN CJW01215

    • (1170)CF1 Director (AR) (11 Apr 2014 to 14 May 2014)
  • Christopher Latchford Taylor

    IRN CLT01024

    • (183)CF1 Director (AR) (19 Feb 2013 to 28 May 2015)
  • Christopher Lawton

    IRN CHL01042

    • (938)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (939)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (940)CF1 Director (AR) (since 3 Sep 2014)
  • Christopher Mandle

    IRN CXM00161

    • (1692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2026)
  • Christopher Mark Saul

    IRN CMS00030

    • (1297)CF1 Director (AR) (23 Jul 2013 to 3 May 2014)
  • Christopher Matthew Clegg

    IRN CXC00018

    • (1884)Appointed representative dealing with clients for which they require qualification (24 May 2023 to 30 Oct 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Yamin Fang (no longer appointed)

    FRN 470106 · Appointed 23 Nov 2012 · Until 1 Jan 2013

  • Brian David Picton (no longer appointed)

    FRN 566860 · Appointed 21 Nov 2012 · Until 4 Apr 2013

  • P. H. Coates Ltd (no longer appointed)

    FRN 591149 · Appointed 13 Nov 2012 · Until 4 Nov 2019

  • Michael Barry (no longer appointed)

    FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020

  • Gary Oxborough (no longer appointed)

    FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019

  • SimFin Mortgages Ltd (no longer appointed)

    FRN 590722 · Appointed 9 Nov 2012 · Until 24 Oct 2021

  • Max Lezar (no longer appointed)

    FRN 590760 · Appointed 6 Nov 2012 · Until 11 Jan 2013

  • Annaley Lay (no longer appointed)

    FRN 590797 · Appointed 6 Nov 2012 · Until 27 Apr 2020

  • Seth Thomas (no longer appointed)

    FRN 590789 · Appointed 6 Nov 2012 · Until 16 May 2014

  • Frederick Charles Finance Ltd (no longer appointed)

    FRN 590747 · Appointed 5 Nov 2012 · Until 3 May 2013

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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

Show more