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.

  • Jason Herbert

    IRN JXH00218

    • (1979)CF1 Director (AR) (13 Nov 2014 to 11 Apr 2019)
  • Jason Lilford

    IRN JXL02025

    • (964)CF1 Director (AR) (24 Feb 2015 to 26 May 2016)
  • Jason Mohammed Wilson

    IRN JMW01342

    • (2778)CF1 Director (AR) (24 May 2017 to 18 Feb 2021)
  • Jason Moore

    IRN JFM00021

    • (1189)CF1 Director (AR) (since 28 Jun 2016)
  • Jason Poole

    IRN JXP01584

    • (374)CF4 Partner (AR) (24 Oct 2006 to 6 Dec 2007)
  • Jason Powell

    IRN JXP02114

    • (778)CF1 Director (AR) (1 Dec 2017 to 31 Dec 2018)
  • Jason Rickards

    IRN JXR01771

    • (30)CF11 Money Laundering Reporting (22 Apr 2009 to 11 Feb 2014)
  • Jason Ruddy

    IRN JXR01960

    • (2245)CF1 Director (AR) (3 May 2012 to 17 May 2017)
  • Jason Walters

    IRN JXW02203

    • (908)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (909)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (910)CF1 Director (AR) (since 28 May 2013)
  • Jason William Hunter

    IRN JWH00027

    • (77)CF4 Partner (AR) (5 Mar 2008 to 3 Oct 2017)
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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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