Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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)
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