Quilter Mortgage Planning Limited

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

  • Lee Stone

    IRN LXS01446

    • (998)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1000)CF1 Director (AR) (since 7 Feb 2025)
    • (999)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2787)CF1 Director (AR) (14 Apr 2020 to 21 May 2020)
  • Lee Stone

    IRN SXL02165

    • (939)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2022)
  • Lee Thomas Threlkeld

    IRN LTT01009

    • (1117)CF1 Director (AR) (since 15 Jul 2015)
  • Lee Venables

    IRN LSV00003

    • (295)CF1 Director (AR) (21 May 2013 to 9 Sep 2015)
  • Lee Wallis

    IRN LGW00001

    • (1002)CF1 Director (AR) (15 Nov 2016 to 4 Dec 2019)
  • Leigh Kenny

    IRN LPK00005

    • (1206)CF1 Director (AR) (since 10 Jul 2015)
  • Leighton Brett Phillips

    IRN LBP00005

    • (51)CF1 Director (AR) (17 Oct 2008 to 13 Oct 2009)
  • Lenaben Patel

    IRN LXP01271

    • (2367)CF1 Director (AR) (13 May 2016 to 15 Jun 2017)
  • Leon Green

    IRN LXG01273

    • (59)CF1 Director (AR) (6 Nov 2008 to 24 Jun 2010)
  • Leon Stephen Payne

    IRN LSP00009

    • (1248)CF4 Partner (AR) (since 30 Jul 2013)
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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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