Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
18 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.

  • Adam Dean Roberts

    IRN ADR01123

    • (934)CF1 Director (AR) (18 May 2017 to 18 Nov 2020)
  • Adam Fitchett Wells

    IRN AXW25310

    • (2360)CF1 Director (AR) (6 Dec 2019 to 30 Oct 2020)
  • Adam Gary Burt

    IRN AXB00563

    • (2572)Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
  • Adam Gregory

    IRN AXG00163

    • (359)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (360)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adam Hayter

    IRN AXH00626

    • (1977)Appointed representative dealing with clients for which they require qualification (20 Dec 2023 to 13 Jun 2024)
  • Adam James Wilson

    IRN AXW18179

    • (1949)CF1 Director (AR) (6 Aug 2019 to 11 Feb 2020)
  • Adam John Docwra

    IRN AJD01308

    • (75)CF1 Director (AR) (12 Nov 2014 to 4 Feb 2016)
  • Adam Kenneth Stubbings

    IRN AKS01073

    • (2510)CF1 Director (AR) (7 Mar 2014 to 12 Mar 2026)
  • Adam Kirchin

    IRN AXK00212

    • (142)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (143)Appointed representative dealing with clients for which they require qualification (since 23 Feb 2024)
  • Adam Lee Gearey

    IRN ALG01036

    • (107)CF1 Director (AR) (5 Mar 2008 to 19 Dec 2010)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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