Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
13 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.

  • Kevin John McNally

    IRN KJM00001

    • (2430)CF1 Director (AR) (12 Feb 2021 to 16 Feb 2021)
  • Kevin John Peploe

    IRN KXP14958

    • (519)CF1 Director (AR) (15 May 2019 to 22 Oct 2019)
  • Kevin John Perry

    IRN KJP01096

    • (2575)CF1 Director (AR) (6 Jan 2015 to 19 Aug 2017)
  • Kevin Keith Stanbridge

    IRN KKS00002

    • (2369)CF1 Director (AR) (20 Feb 2015 to 19 Jun 2020)
    • (2368)CF4 Partner (AR) (31 Mar 2013 to 9 Apr 2015)
  • Kevin Mark Baughen

    IRN KMB01126

    • (530)CF1 Director (AR) (26 Apr 2013 to 2 Dec 2014)
  • Kevin Marsden

    IRN KXM00146

    • (299)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (300)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kevin McKay

    IRN KAM00039

    • (1277)CF1 Director (AR) (since 16 Dec 2014)
    • (2212)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Kevin Newport

    IRN KXN84530

    • (1892)Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 18 Jun 2021)
  • Kevin Oscar Kennard

    IRN KOK01000

    • (2544)CF1 Director (AR) (4 May 2012 to 30 Oct 2020)
  • Kevin Patrick Quinn

    IRN KPQ00001

    • (2446)CF1 Director (AR) (7 Sep 2006 to 12 Jun 2009)
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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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