Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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.

  • Johnny Larsen

    IRN JXL01714

    • (72)CF4 Partner (AR) (5 Aug 2008 to 1 Apr 2014)
  • Jonathan Blakemore

    IRN JXB02934

    • (455)CF1 Director (AR) (24 Jun 2014 to 7 Oct 2014)
  • Jonathan Bruce Hemphill

    IRN JBH01108

    • (2976)CF1 Director (1 Nov 2015 to 19 Apr 2018)
  • Jonathan Christopher Sherwood

    IRN JXS00257

    • (216)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (217)Appointed representative dealing with clients for which they require qualification (since 7 Mar 2023)
    • (1628)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
  • Jonathan Daniel Brealey

    IRN JDB01213

    • (201)CF4 Partner (AR) (7 Mar 2007 to 10 Nov 2010)
  • Jonathan David Booth

    IRN JDB00065

    • (1151)CF1 Director (AR) (10 Feb 2014 to 23 Mar 2021)
  • Jonathan David Heath

    IRN JDH00033

    • (1276)CF1 Director (AR) (1 Mar 2012 to 8 May 2012)
  • Jonathan David Leslie Evans

    IRN JDE00009

    • (614)CF1 Director (AR) (20 Aug 2012 to 31 Oct 2018)
  • Jonathan David Saint

    IRN JXS35275

    • (1912)Appointed representative dealing with clients for which they require qualification (24 Dec 2021 to 3 Mar 2022)
  • Jonathan David Turnbull

    IRN JDT01067

    • (416)CF1 Director (AR) (27 Apr 2006 to 1 Mar 2008)
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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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