Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
7 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.

  • Kim David Bascombe

    IRN KDB01028

    • (2370)CF1 Director (AR) (30 Jul 2008 to 28 Sep 2010)
  • Kim Laking

    IRN KXL01447

    • (825)CF1 Director (AR) (10 Jul 2015 to 13 Sep 2022)
  • Kim Michelle Shephard

    IRN KMS01125

    • (867)CF1 Director (AR) (29 Nov 2017 to 22 Jan 2024)
  • Kimberley Dickinson

    IRN KXD00073

    • (1777)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jun 2025)
  • Kirandeep Bahra

    IRN KXB00041

    • (2373)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2021)
    • (2374)CF1 Director (AR) (28 Jan 2014 to 24 Feb 2021)
  • Kiriakos Moustoukas

    IRN KXM00287

    • (1519)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2024)
  • Kirstie David

    IRN KXI01025

    • (1131)Appointed representative dealing with clients for which they require qualification (1 Feb 2021 to 15 Nov 2022)
  • Kirsty Bexon-White

    IRN KXB01971

    • (718)CF1 Director (AR) (21 Sep 2015 to 24 Jul 2020)
  • Kirsty Hatton

    IRN KXH00065

    • (476)[FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Kirsty Howell

    IRN KXH28509

    • (2277)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
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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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