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.

  • Leonard O'Neal Ryan

    IRN LXR00020

    • (612)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (613)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Leonardus Adriaan Deist

    IRN LXD24624

    • (1940)SMF24 Chief Operations (20 Apr 2020 to 30 Sep 2022)
  • Lesley Alison Bissett

    IRN LAB00030

    • (637)CF4 Partner (AR) (27 Oct 2006 to 27 Nov 2006)
  • Lesley Ann Brown

    IRN LAB01124

    • (5)CF1 Director (AR) (22 Oct 2009 to 12 Apr 2013)
  • Lesley Vitty

    IRN LXV00013

    • (495)[FCA CF] Manager of certification employee (since 17 Jan 2024)
    • (1873)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Leslie Caffrey

    IRN LMC00012

    • (1227)CF4 Partner (AR) (10 Nov 2008 to 6 Jun 2024)
  • Leslie Jackson

    IRN LTJ00002

    • (1136)[FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2021)
    • (1137)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2021)
  • Lewis Harvey

    IRN LXH00486

    • (2928)[FCA CF] Significant management (21 Aug 2023 to 20 Sep 2024)
  • Lewis Maskell

    IRN LXM02095

    • (754)CF1 Director (AR) (19 Jul 2018 to 1 Oct 2020)
  • Lewis Wilkinson

    IRN LXD00240

    • (1452)Appointed representative dealing with clients for which they require qualification (19 Apr 2024 to 26 Sep 2024)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more