Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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)
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