Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
7 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.

  • Joshua Howe

    IRN JXH00968

    • (1448)Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 9 May 2024)
  • Joshua Luke Smethurst

    IRN JXS32380

    • (1931)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
  • Joshua Martin

    IRN JXM00451

    • (2662)Appointed representative dealing with clients for which they require qualification (7 May 2021 to 30 Jan 2023)
  • Joshua Way

    IRN JXW00210

    • (182)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (183)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Josif Galev

    IRN JXG00309

    • (1542)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2021)
  • Judy Barwell

    IRN JXM02472

    • (524)CF1 Director (AR) (28 Jan 2010 to 18 Feb 2015)
  • Julia Catherine Jones

    IRN JCJ01032

    • (282)CF1 Director (AR) (14 Aug 2009 to 17 Mar 2011)
  • Julia Dawn Walker

    IRN JDW01183

    • (23)CF4 Partner (AR) (since 8 Dec 2011)
  • Julia Louise Maranca

    IRN JLM01232

    • (777)CF4 Partner (AR) (18 Jan 2017 to 27 Sep 2023)
  • Julia Shearman

    IRN JXS00126

    • (808)CF4 Partner (AR) (26 Oct 2015 to 12 Oct 2023)
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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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