Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
18 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.

  • John Langford

    IRN JXL00078

    • (1144)CF1 Director (AR) (16 Jul 2015 to 27 Feb 2026)
  • John Llewelyn Davies

    IRN JLD01070

    • (256)CF1 Director (AR) (27 Apr 2006 to 10 Oct 2007)
  • John London

    IRN JXL00159

    • (1699)Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 22 Apr 2021)
  • John McGregor

    IRN JDM01114

    • (1238)CF1 Director (AR) (since 29 Apr 2019)
  • John Michael Bettenson

    IRN JMB01399

    • (1090)CF1 Director (AR) (6 Dec 2007 to 14 Mar 2010)
  • John Mills

    IRN JXM00210

    • (2112)CF1 Director (AR) (15 Apr 2013 to 11 Aug 2022)
  • John Nelson

    IRN JXN00030

    • (2167)CF1 Director (AR) (20 Jul 2015 to 17 Nov 2020)
  • John Nimki

    IRN JXN00054

    • (265)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (266)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • John Paul Ronald Baker

    IRN JPB01243

    • (2758)CF1 Director (AR) (26 Jan 2009 to 25 Apr 2012)
  • John Peter Collett

    IRN JPC00019

    • (2443)CF1 Director (AR) (26 Apr 2013 to 30 Jul 2020)
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