Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
1 day 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 Ram

    IRN JXR01573

    • (361)CF1 Director (AR) (14 Nov 2007 to 4 Sep 2009)
  • John Robert Boss

    IRN JRB00043

    • (2375)CF4 Partner (AR) (3 Jul 2007 to 30 Sep 2013)
  • John Robert Goodyer

    IRN JXG00149

    • (361)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (362)Appointed representative dealing with clients for which they require qualification (since 13 Oct 2020)
  • John Roland Blackman

    IRN JRB00041

    • (456)CF1 Director (AR) (2 Jul 2007 to 28 Jul 2010)
  • John Ronald Knight

    IRN JRK00014

    • (1231)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • John Roy Cummings

    IRN JRC01176

    • (2371)CF1 Director (AR) (25 Jul 2007 to 25 Sep 2010)
  • John Samuels

    IRN JXS00253

    • (1642)Appointed representative dealing with clients for which they require qualification (2 Oct 2020 to 31 Mar 2021)
  • John Scott Ashburn

    IRN JXA00103

    • (1822)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2021)
  • John Sharp

    IRN JMS00021

    • (586)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (587)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • John Stephen O'Connor

    IRN JSO01016

    • (1086)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1087)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1088)CF1 Director (AR) (since 13 Mar 2013)
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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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