Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
15 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.

  • Katy Marie Davies

    IRN KMD01049

    • (94)CF4 Partner (AR) (5 Jun 2009 to 3 May 2011)
  • Katy Murray

    IRN KXM00540

    • (775)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (776)Appointed representative dealing with clients for which they require qualification (since 28 Nov 2022)
  • Keith Allen Prescott

    IRN KAP00007

    • (186)CF21 Investment Adviser (5 Oct 2007 to 5 Oct 2007)
    • (185)CF22 Investment Adviser (Trainee) (4 Oct 2006 to 5 Oct 2007)
  • Keith Andrew Hill

    IRN KAH00004

    • (408)CF4 Partner (AR) (31 Jul 2013 to 6 Jun 2019)
  • Keith Anthony Millington

    IRN KAM00006

    • (1336)CF1 Director (AR) (since 28 Jul 2015)
  • Keith Brian Palmer

    IRN LXP00032

    • (2550)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2024)
    • (2551)CF1 Director (AR) (9 Jul 2013 to 1 Oct 2024)
  • Keith David Rooney

    IRN KDR01021

    • (1096)CF1 Director (AR) (since 16 Jul 2015)
  • Keith Edward Mullins

    IRN KEM00006

    • (2521)CF4 Partner (AR) (28 May 2020 to 31 Jan 2023)
  • Keith Gerrard Bridgen

    IRN KGB01030

    • (262)CF1 Director (AR) (31 Oct 2006 to 23 Sep 2008)
  • Keith Graham Frederick Roostan

    IRN KXR11334

    • (26)CF1 Director (AR) (since 11 Feb 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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