Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 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 Dean Grace

    IRN JDG00013

    • (1218)CF1 Director (AR) (since 15 Jul 2015)
  • Jonathan Edward Billingham

    IRN JEB01283

    • (881)CF1 Director (AR) (31 Oct 2016 to 29 Nov 2017)
  • Jonathan Edward Taylor

    IRN JET00018

    • (2330)CF1 Director (AR) (2 Jul 2020 to 30 Dec 2020)
  • Jonathan Harry Shepherd

    IRN JHS01114

    • (1061)[FCA CF] Functions requiring qualifications (26 Aug 2021 to 18 Feb 2022)
  • Jonathan Harwood

    IRN JXH01207

    • (1433)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 4 Dec 2025)
  • Jonathan Hems

    IRN JXH00565

    • (2298)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 4 Jul 2024)
  • Jonathan Higgins

    IRN JXH00552

    • (1545)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2022)
  • Jonathan James Bryan

    IRN JJB00037

    • (1164)CF1 Director (AR) (8 Apr 2020 to 2 Jan 2024)
  • Jonathan James Finlay

    IRN JJF00006

    • (2580)CF1 Director (AR) (5 Sep 2006 to 30 Jul 2009)
  • Jonathan Kinsley

    IRN JXK35825

    • (528)[FCA CF] Manager of certification employee (since 14 Jul 2025)
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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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