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.

  • Jesse Mcmullen

    IRN JXM00315

    • (1685)Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 15 Feb 2021)
  • Jessica Elouise Balkwill

    IRN JXB00435

    • (1382)CF1 Director (AR) (since 10 Mar 2021)
    • (2663)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Jessica Emily McGowan

    IRN JXM02980

    • (941)CF1 Director (AR) (since 9 Jul 2021)
  • Jessica Mary Bacon

    IRN JXB02071

    • (1431)[FCA CF] Manager of certification employee (28 Sep 2023 to 31 Jan 2026)
  • Jessica Victoria Lauren Patterson

    IRN JXP00516

    • (1476)Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 6 Mar 2023)
  • Jesus Antonio Tella

    IRN JAT00010

    • (1178)CF1 Director (AR) (since 29 Jul 2020)
  • Jethro Lee

    IRN JXL00157

    • (1704)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2021)
  • Jewel Ahmed

    IRN JXA01473

    • (1109)Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 4 Nov 2020)
  • Jidesh George

    IRN JXG02002

    • (2312)CF1 Director (AR) (24 Sep 2015 to 9 Jun 2016)
  • Jill Haseltine

    IRN JXH02765

    • (164)CF1 Director (AR) (15 Jul 2015 to 27 Jul 2015)
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