Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 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.

  • Brian George Owens

    IRN BGO01006

    • (2567)CF1 Director (AR) (21 May 2014 to 10 Jun 2016)
  • Brian Gibson

    IRN BXG00042

    • (367)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (368)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Brian James

    IRN BPJ00001

    • (2021)CF1 Director (AR) (25 Mar 2022 to 1 Feb 2024)
  • Brian John Logan

    IRN BJL00011

    • (716)CF1 Director (AR) (16 Jun 2014 to 10 Feb 2023)
    • (715)CF4 Partner (AR) (3 Sep 2007 to 10 Jun 2021)
  • Brian Joseph O'Neill

    IRN BJO01018

    • (774)CF1 Director (AR) (27 Nov 2006 to 19 Jan 2021)
  • Brian Lynn

    IRN BXL00009

    • (1332)CF4 Partner (AR) (since 6 Jul 2015)
  • Brian Palmer

    IRN BLP00001

    • (2424)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
    • (2425)CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
  • Brian Ruhomon

    IRN BXR00053

    • (1645)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2021)
  • Brian Sandiford

    IRN BJS01085

    • (507)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (508)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Brian Toner

    IRN BXT00041

    • (566)CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)
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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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