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.

  • Brenda Margaret Graham

    IRN BMG00015

    • (737)CF4 Partner (AR) (27 Nov 2006 to 11 May 2020)
  • Brendan Butler

    IRN BJB00023

    • (2284)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2022)
  • Brendan Peter Cluff

    IRN BPC01110

    • (3008)CF1 Director (AR) (16 Jun 2010 to 17 May 2011)
  • Brett Michael Kasperuk

    IRN BXK35243

    • (1920)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2021)
  • Brian Alexander McKenna

    IRN BAM00004

    • (192)CF1 Director (AR) (3 Aug 2006 to 1 Mar 2013)
  • Brian Anthony Williams

    IRN BXW01399

    • (812)CF1 Director (AR) (13 Oct 2014 to 29 Mar 2016)
  • Brian Charles Sullivan

    IRN BXS01454

    • (2971)CF1 Director (AR) (11 Oct 2006 to 7 Sep 2007)
  • Brian Crowley

    IRN BPC01111

    • (1043)CF1 Director (AR) (6 Jul 2015 to 25 Nov 2022)
  • Brian Emil Robinson

    IRN BER00004

    • (2289)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2022)
    • (2288)CF4 Partner (AR) (16 Apr 2007 to 19 Jul 2011)
  • Brian Gale

    IRN BFG00001

    • (1422)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2023)
    • (1423)CF1 Director (AR) (25 Apr 2007 to 29 Dec 2023)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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