Quilter Mortgage Planning Limited

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

  • - Scott Financial Consultants Ltd

    IRN XXS01035

    • (700)CF4 Partner (AR) (29 Oct 2015 to 21 Apr 2023)
  • . Dart Mortgages Ltd

    IRN XXD01118

    • (813)CF4 Partner (AR) (5 Jul 2018 to 1 Oct 2021)
  • Aaron Boyle

    IRN AXB00327

    • (1806)Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 8 Jan 2021)
  • Aaron Edward Charles Swan

    IRN AXS04990

    • (1436)CF1 Director (AR) (2 Dec 2023 to 24 Apr 2024)
    • (1435)Appointed representative dealing with clients for which they require qualification (21 Sep 2023 to 24 Jul 2024)
  • Aaron Michael Forster

    IRN AXF00100

    • (2269)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
  • Aaron Shaw

    IRN AXS00327

    • (1631)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
  • Aaron Taghdiri

    IRN AXT00140

    • (2685)Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 3 Dec 2021)
  • Aaron Tyson

    IRN AXT00114

    • (1602)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
  • Abbas Khan

    IRN AXK02564

    • (202)CF1 Director (AR) (7 May 2015 to 7 Dec 2015)
  • Abbie Chapman

    IRN AXC00624

    • (1480)Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 16 Dec 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Gerard Snow (no longer appointed)

    FRN 543476 · Appointed 21 Mar 2011 · Until 23 Nov 2020

  • Jason Ruddy (no longer appointed)

    FRN 543201 · Appointed 16 Mar 2011 · Until 9 Mar 2016

  • James Mark Shields (no longer appointed)

    FRN 542083 · Appointed 24 Feb 2011 · Until 25 Feb 2021

  • Andrew Staines (no longer appointed)

    FRN 541992 · Appointed 23 Feb 2011 · Until 1 Jan 2013

  • Stephen Fletcher (no longer appointed)

    FRN 408790 · Appointed 21 Feb 2011 · Until 11 Jul 2011

  • Robert Bickerdike-Casson (no longer appointed)

    FRN 541433 · Appointed 14 Feb 2011 · Until 4 Dec 2012

  • Thomas Metcalf (no longer appointed)

    FRN 539725 · Appointed 20 Jan 2011 · Until 2 Nov 2016

  • Blewitt Financial LLP (no longer appointed)

    FRN 535563 · Appointed 23 Dec 2010 · Until 5 Apr 2011

  • Sean Bruen (no longer appointed)

    FRN 538043 · Appointed 21 Dec 2010 · Until 20 Jun 2016

  • Stephen Jones (no longer appointed)

    FRN 498088 · Appointed 21 Dec 2010 · Until 27 Jan 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

Show more