Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
16 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.

  • Julia Towarianskyj

    IRN JXT00121

    • (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julian Girdler

    IRN JXG00101

    • (2749)CF4 Partner (AR) (5 Mar 2008 to 15 Oct 2011)
    • (2750)CF1 Director (AR) (4 Sep 2006 to 5 Mar 2008)
  • Julian Kim Monroe

    IRN JKM01062

    • (1088)CF1 Director (AR) (18 Nov 2015 to 18 Mar 2018)
  • Julian Mark Docherty

    IRN JMD00016

    • (2035)CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
  • Julian Mark Duffill

    IRN JMD01282

    • (709)CF1 Director (AR) (14 Jan 2014 to 13 Oct 2014)
  • Julian Mark Swann

    IRN JMS00043

    • (1184)CF1 Director (AR) (since 7 May 2020)
  • Julian Roberts Seddon

    IRN JXS00136

    • (430)CF1 Director (AR) (23 Jun 2015 to 8 Jul 2015)
  • Julie Anne Lowdon

    IRN JAL01301

    • (870)CF1 Director (AR) (24 Dec 2015 to 12 Jun 2020)
  • Julie Bouchere Ashley

    IRN JBA01031

    • (668)CF1 Director (AR) (14 Apr 2011 to 15 Mar 2021)
  • Julie Carolan

    IRN JXC02164

    • (152)CF1 Director (AR) (6 Dec 2007 to 7 Dec 2008)
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