Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 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.

  • Anthony Martin Storey

    IRN AMS01309

    • (2973)CF4 Partner (AR) (18 Jun 2008 to 14 Feb 2010)
  • Anthony Martin Vellosa

    IRN AXV01204

    • (2648)CF4 Partner (AR) (22 Nov 2007 to 29 Mar 2012)
  • Anthony Michael Sexstone

    IRN AXS00325

    • (218)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (219)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anthony Nash

    IRN AXN00062

    • (1680)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2023)
  • Anthony Nicholas Stevens

    IRN ANS01087

    • (2598)CF1 Director (AR) (8 May 2017 to 13 May 2019)
  • Anthony Peter Triccas

    IRN APT01074

    • (2251)CF1 Director (AR) (15 Mar 2012 to 26 May 2018)
  • Anthony Robert Evans

    IRN ARE01052

    • (965)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (966)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (967)CF1 Director (AR) (since 11 Jan 2011)
  • Anthony Robert Scammell

    IRN AXS35323

    • (531)[FCA CF] Manager of certification employee (since 1 Jul 2023)
    • (532)[FCA CF] Significant management (since 7 Jan 2022)
  • Anthony Thomas Lever

    IRN ATL01032

    • (1028)CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
  • Anthony Vincent Philip Dimambro

    IRN AVD00004

    • (2327)CF1 Director (AR) (27 Sep 2007 to 6 Jan 2021)
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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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