Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
3 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.

  • Jonathan Pierre Barham

    IRN JPB00013

    • (434)CF4 Partner (AR) (25 Jul 2008 to 30 Jun 2009)
    • (435)CF1 Director (AR) (20 May 2008 to 30 Jun 2009)
  • Jonathan Shears

    IRN JXS02199

    • (2548)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2023)
    • (2549)CF1 Director (AR) (1 Jul 2008 to 20 Sep 2013)
  • Jonathan Smith

    IRN JRS01312

    • (886)21. Advising or arranging (bringing about) equity release transactions
    • (887)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (888)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (889)CF1 Director (AR) (since 15 Mar 2019)
  • Jonathan White

    IRN JXW02045

    • (1032)CF1 Director (AR) (13 Oct 2015 to 24 Jul 2020)
  • Jonathan Woodley

    IRN JXW00180

    • (1867)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 8 Jun 2022)
    • (1866)[FCA CF] Client dealing (1 Sep 2020 to 8 Jun 2022)
  • Jordan Elcock

    IRN JXW00209

    • (2785)Appointed representative dealing with clients for which they require qualification (16 Sep 2020 to 17 Feb 2023)
  • Jorden Nevin Lyons

    IRN JXL00229

    • (1579)Appointed representative dealing with clients for which they require qualification (19 Jul 2023 to 21 Aug 2024)
  • Joseph Antony Doidge

    IRN JAD00021

    • (593)CF1 Director (AR) (15 May 2014 to 8 Dec 2014)
  • Joseph Brookes

    IRN JXB03685

    • (2840)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2022)
    • (2841)CF1 Director (AR) (8 Jun 2018 to 1 Jul 2022)
  • Joseph Dean Fleet-Chapman

    IRN JXF00456

    • (1355)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1356)Appointed representative dealing with clients for which they require qualification (since 27 Sep 2023)
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