Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
10 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.

  • Ashish Nain

    IRN AXN00128

    • (1535)Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 23 Jul 2021)
  • Ashley Anthony Farrell

    IRN AAF01021

    • (2136)CF4 Partner (AR) (3 Oct 2007 to 9 Nov 2007)
  • Ashley Fabian

    IRN AXF02069

    • (771)CF1 Director (AR) (19 Jan 2017 to 26 Aug 2022)
  • Ashley James Shackell

    IRN AXS00391

    • (1585)Appointed representative dealing with clients for which they require qualification (4 Sep 2023 to 28 Apr 2026)
  • Ashley Phillip Trevarrow

    IRN AXT29006

    • (77)CF1 Director (AR) (since 2 Apr 2020)
    • (736)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2022)
  • Ashutosh Mathur

    IRN ACM01191

    • (603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (604)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ashvin Kumar Patel

    IRN AXP00049

    • (1329)CF1 Director (AR) (28 Aug 2015 to 6 Sep 2022)
  • Aston Carter

    IRN AXC00229

    • (1798)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2023)
  • Austin Hamilton Gilmore

    IRN AHG00001

    • (2068)CF1 Director (AR) (2 May 2013 to 5 May 2016)
  • Austin Letts

    IRN AXL00124

    • (1702)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Dec 2020)
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