Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
14 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Stagg (no longer appointed)

    FRN 528373 · Appointed 29 Dec 2011 · Until 4 Jan 2014

  • Amanda Jane Cassidy (no longer appointed)

    FRN 447933 · Appointed 28 Dec 2011 · Until 7 May 2020

  • Adnan Butt (no longer appointed)

    FRN 558832 · Appointed 21 Dec 2011 · Until 2 Mar 2017

  • John Fox (no longer appointed)

    FRN 571592 · Appointed 20 Dec 2011 · Until 16 Mar 2015

  • Fast Track Capital Ltd (no longer appointed)

    FRN 571384 · Appointed 19 Dec 2011 · Until 30 Sep 2014

  • John Kynaston (no longer appointed)

    FRN 191630 · Appointed 13 Dec 2011 · Until 16 Jun 2023

  • Paul Harris (no longer appointed)

    FRN 408738 · Appointed 9 Dec 2011 · Until 31 May 2016

  • Lisa Laughton (no longer appointed)

    FRN 498589 · Appointed 17 Nov 2011 · Until 9 Apr 2012

  • Stuart Goodwin (no longer appointed)

    FRN 568318 · Appointed 15 Nov 2011 · Until 31 Dec 2020

  • Jennifer Usher (no longer appointed)

    FRN 568107 · Appointed 14 Nov 2011 · Until 28 Nov 2011

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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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