Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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.

  • Ann Barrington

    IRN AXB01995

    • (353)CF1 Director (AR) (23 Jan 2008 to 31 Aug 2008)
  • Ann Catherine Evans

    IRN AXE00101

    • (1564)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
  • Anna Beth Ryan

    IRN AXR00581

    • (791)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (792)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2023)
  • Anna Brocklehurst

    IRN AXB00458

    • (27)CF1 Director (AR) (since 8 Mar 2021)
  • Anna Catherine Bartholomew

    IRN ACB01184

    • (1139)CF1 Director (AR) (22 Aug 2014 to 10 Jun 2021)
    • (1138)CF4 Partner (AR) (25 Jul 2008 to 9 Jun 2011)
  • Anna Elizabeth Kellett

    IRN AXK00134

    • (317)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (318)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anna Kilby

    IRN ALK01042

    • (1050)CF1 Director (AR) (since 2 Apr 2020)
  • Anna Victoria Coles

    IRN AVC01022

    • (1146)CF1 Director (AR) (18 May 2007 to 13 Nov 2008)
  • Annabel Lumsden

    IRN AJH01677

    • (832)CF1 Director (AR) (since 5 Oct 2019)
  • Anne Elizabeth Lewis

    IRN AEL01055

    • (1034)CF1 Director (AR) (25 Feb 2013 to 27 May 2015)
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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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