Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • Karll Smith

    IRN KXS01430

    • (2937)CF4 Partner (AR) (13 Oct 2015 to 11 Jun 2016)
  • Karol Ratajczak

    IRN KXR01606

    • (317)CF1 Director (AR) (5 May 2017 to 20 Aug 2019)
  • Karon Dianne Staniforth

    IRN KXW00069

    • (1990)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Dec 2021)
  • Karthica Underwood

    IRN KXR01226

    • (2824)CF30 Customer (26 Apr 2013 to 10 Dec 2013)
  • Kate Britton

    IRN KXB00377

    • (1463)Appointed representative dealing with clients for which they require qualification (11 Apr 2022 to 21 Nov 2022)
  • Kate Scruton

    IRN KXS01904

    • (523)CF1 Director (AR) (26 Jun 2013 to 18 Aug 2014)
  • Kate Woosey

    IRN KXW21200

    • (1945)CF30 Customer (1 Jul 2020 to 29 Jul 2020)
    • (1946)CF4 Partner (AR) (2 Oct 2019 to 11 Dec 2024)
  • Katherine Anne Rothwell

    IRN KAR00013

    • (1229)CF4 Partner (AR) (11 Jul 2008 to 20 Jan 2021)
  • Katherine Finley

    IRN KXF11764

    • (1492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1493)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1494)CF1 Director (AR) (since 21 Feb 2019)
  • Katherine Mitchell

    IRN KXM01881

    • (997)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
    • (998)CF1 Director (AR) (30 Jan 2013 to 25 Sep 2019)
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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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