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.

  • Lee Howell

    IRN LJH00010

    • (2044)CF4 Partner (AR) (23 May 2008 to 10 Nov 2010)
  • Lee Josephine Haines

    IRN LJH01137

    • (663)CF1 Director (AR) (2 Jun 2010 to 19 Jun 2023)
  • Lee Mostyn Parry

    IRN LMP01087

    • (649)CF1 Director (AR) (22 Mar 2017 to 1 Oct 2020)
  • Lee Plaister

    IRN LXP01226

    • (286)CF1 Director (AR) (23 Nov 2006 to 13 Nov 2008)
  • Lee Robinson

    IRN LXR00023

    • (1275)CF1 Director (AR) (since 22 Nov 2007)
  • Lee Roy John Green

    IRN LRG01021

    • (214)CF1 Director (AR) (26 Apr 2013 to 7 Dec 2016)
  • Lee Rutland

    IRN LXR01358

    • (443)CF1 Director (AR) (12 Nov 2016 to 23 Nov 2017)
  • Lee Simon Sutton

    IRN LSS01026

    • (2158)CF1 Director (AR) (24 Jul 2006 to 16 Jan 2009)
  • Lee Spencer Fearon

    IRN LSF00005

    • (111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (112)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
  • Lee Spooner

    IRN LXS01520

    • (1014)CF1 Director (AR) (5 Mar 2014 to 19 Sep 2025)
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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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