Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
10 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.

  • Karan Trikha

    IRN KXT01609

    • (820)CF1 Director (AR) (since 21 Jun 2019)
  • Karann Dhingra

    IRN KXD01335

    • (2901)CF1 Director (AR) (26 Mar 2012 to 25 Feb 2021)
  • Karen Ball

    IRN KXB01829

    • (970)CF1 Director (AR) (21 Nov 2014 to 30 May 2019)
  • Karen Burner

    IRN KXB01789

    • (489)CF1 Director (AR) (20 Dec 2013 to 10 Oct 2015)
  • Karen Mitchell

    IRN KXM00138

    • (469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (468)21. Advising or arranging (bringing about) equity release transactions
    • (470)Appointed representative dealing with clients for which they require qualification (since 26 Nov 2020)
  • Karen Oldfield

    IRN KXO00025

    • (1673)Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 27 Aug 2021)
  • Karen Patricia Boucher

    IRN KPB00005

    • (146)CF1 Director (AR) (12 Feb 2013 to 15 Jun 2018)
  • Karen Pinner

    IRN KXP01490

    • (760)CF1 Director (AR) (30 Sep 2014 to 13 May 2021)
  • Karen Webb

    IRN KXW00080

    • (180)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (181)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Karen Williamson

    IRN KXW00070

    • (1863)[FCA CF] Manager of certification employee (1 Sep 2020 to 3 Jan 2022)
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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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