Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
5 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.

  • Andrew Thomas Frear

    IRN ATF00004

    • (1305)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
  • Andrew William Brown Magill

    IRN AWM00010

    • (1205)CF1 Director (AR) (11 Sep 2017 to 12 Jul 2021)
  • Andrew Wilson

    IRN AXW02342

    • (46)CF1 Director (AR) (since 15 Jun 2017)
  • Anelia Rousseva

    IRN AXA02607

    • (928)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (929)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (930)CF1 Director (AR) (since 6 Aug 2012)
  • Angela Carol Melanophy

    IRN ACM00004

    • (2526)CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
  • Angela James

    IRN AKJ01026

    • (954)CF1 Director (AR) (since 25 Sep 2019)
  • Angela Lambe

    IRN AML00024

    • (809)[FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Angela Lax

    IRN AXL01562

    • (178)CF4 Partner (AR) (2 Aug 2007 to 4 Jan 2014)
  • Angela Louise Andrew

    IRN ALA01046

    • (973)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Sep 2023)
    • (974)CF1 Director (AR) (28 Jul 2014 to 19 Sep 2023)
  • Angela Yeowell

    IRN AXY00025

    • (1592)Appointed representative dealing with clients for which they require qualification (18 Feb 2020 to 23 Feb 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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