Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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.

  • Lawrence Scott Kennedy

    IRN LSK00003

    • (875)CF1 Director (AR) (13 May 2015 to 29 Jan 2016)
  • Leanna Sarawan

    IRN LXS00309

    • (1481)Appointed representative dealing with clients for which they require qualification (5 Aug 2021 to 6 Mar 2023)
  • Leanna Summers

    IRN LXS00113

    • (1615)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2021)
  • Leanne Amy Fogg

    IRN LXB35200

    • (1928)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Dec 2020)
  • Leanne Anderson

    IRN LXA01122

    • (411)CF4 Partner (AR) (10 Oct 2007 to 29 Apr 2008)
  • Leanne Athill

    IRN LXA00069

    • (1379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1381)CF1 Director (AR) (since 8 Aug 2023)
    • (1380)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2021)
  • Leanne Bond

    IRN BXL15562

    • (628)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (629)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Leanne Holder

    IRN LXH00070

    • (1123)CF1 Director (AR) (since 4 Jul 2019)
  • Lee Anthony Storey

    IRN LAS01105

    • (113)CF4 Partner (AR) (18 Jun 2008 to 14 Feb 2010)
  • Lee Barnard

    IRN LRB00009

    • (851)[FCA CF] Significant management (1 Sep 2020 to 26 Apr 2021)
    • (849)[FCA CF] Client dealing (1 Sep 2020 to 26 Apr 2021)
    • (850)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 26 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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