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.

  • Andrew Hope

    IRN AXH01803

    • (1129)CF1 Director (AR) (27 May 2008 to 21 May 2009)
  • Andrew Hughes

    IRN AXH00206

    • (1731)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Andrew Iain McGlone

    IRN AIM01014

    • (2722)CF3 Chief Executive (AR) (19 Jan 2022 to 22 Apr 2025)
    • (2723)CF1 Director (AR) (19 Jan 2022 to 22 Apr 2025)
  • Andrew Ian Foster

    IRN AIF00001

    • (2199)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
  • Andrew James Edwards

    IRN AJE01125

    • (2759)CF1 Director (AR) (27 Dec 2018 to 18 Feb 2020)
  • Andrew James Grant

    IRN AJG01302

    • (217)CF1 Director (AR) (27 Dec 2006 to 1 Jul 2008)
  • Andrew James Lewsey

    IRN AJL01208

    • (248)CF1 Director (AR) (5 May 2006 to 3 Nov 2006)
  • Andrew James Morris

    IRN AXM16334

    • (2737)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 May 2023)
    • (2738)CF1 Director (AR) (1 Aug 2019 to 2 May 2023)
  • Andrew James Ollerton

    IRN AJO01074

    • (957)CF1 Director (AR) (16 Nov 2015 to 28 Oct 2016)
  • Andrew James Pige Leschallas

    IRN AXL00123

    • (1703)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 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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