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.

  • Agyemang Duah Baffour

    IRN IAB00006

    • (475)CF1 Director (AR) (31 Jan 2017 to 17 Oct 2018)
  • Ahmed Bawa

    IRN AXB03752

    • (2941)CF1 Director (AR) (27 Aug 2019 to 19 Mar 2026)
  • Ahmed Shezad Khan

    IRN ASK01042

    • (1059)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1060)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1061)CF1 Director (AR) (since 22 Jan 2010)
  • Aicha Baya Saadi

    IRN ABS01094

    • (2456)CF1 Director (AR) (14 Aug 2018 to 5 Sep 2018)
  • Aidan Darrall

    IRN AXD00188

    • (1783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2021)
  • Aidan George

    IRN ASG01076

    • (517)11. Pension transfer specialist
    • (518)[FCA CF] Client dealing (since 1 Sep 2020)
    • (519)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Aidan Kearns

    IRN AGK00002

    • (1365)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Aidan Richard O'Neill

    IRN ARO01014

    • (2432)CF4 Partner (AR) (21 Feb 2014 to 5 May 2021)
  • Aila Mary Taylor

    IRN AMT01127

    • (711)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (712)Appointed representative dealing with clients for which they require qualification (since 12 Nov 2020)
  • Ajay Waroo

    IRN AXW01999

    • (898)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (899)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (900)CF1 Director (AR) (since 12 Mar 2019)
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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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