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.

  • Jane Louise Phillips

    IRN JXP00192

    • (2316)Appointed representative dealing with clients for which they require qualification (29 Apr 2020 to 24 Oct 2021)
  • Jane Rosemary Streames

    IRN JRS00090

    • (829)CF1 Director (AR) (29 May 2015 to 29 Mar 2018)
  • Janed Akhtar Sheikh

    IRN JAS01435

    • (29)CF1 Director (AR) (12 May 2014 to 13 Sep 2016)
  • Janet O'Neill

    IRN JXO00054

    • (256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (255)21. Advising or arranging (bringing about) equity release transactions
    • (257)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Janette Elizabeth Withers

    IRN JEW01091

    • (921)CF1 Director (AR) (17 Oct 2008 to 23 Oct 2009)
  • Janice Newlove

    IRN JXN00038

    • (1271)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
  • Janie Mander

    IRN JXM03199

    • (496)CF1 Director (AR) (14 Jan 2014 to 13 Oct 2014)
  • Jared Ashworth

    IRN JXA00105

    • (2790)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
  • Jarmila Pauzova

    IRN JXP00387

    • (1506)Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 22 Oct 2021)
  • Jasmeet Sandhu

    IRN JXS00254

    • (2247)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2024)
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