Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • James Andrew Ward

    IRN JAW01212

    • (2869)CF2 Non Executive Director (29 Mar 2011 to 7 Aug 2014)
  • James Anthony Angus Samuels

    IRN JAS01159

    • (2173)CF2 Non Executive Director (4 Feb 2010 to 7 Aug 2014)
  • James Ashby

    IRN JXA00104

    • (1821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
  • James Athill

    IRN JXA00106

    • (1408)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1410)CF1 Director (AR) (since 16 Jun 2022)
    • (1409)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2020)
  • James Austin Pibworth

    IRN AJP00082

    • (579)CF1 Director (AR) (28 Nov 2006 to 15 Jun 2007)
  • James Barber

    IRN JXB03898

    • (1426)Appointed representative dealing with clients for which they require qualification (3 Jun 2025 to 16 Jun 2025)
  • James Barry Booth

    IRN JBB00011

    • (2617)CF1 Director (AR) (4 Mar 2016 to 14 Aug 2020)
  • James Benjamin Tomlinson

    IRN JBT00012

    • (1244)CF1 Director (AR) (14 May 2010 to 15 May 2010)
  • James Carey

    IRN JXC00253

    • (1841)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
  • James Chalmers Wylie

    IRN JCW00070

    • (2554)CF1 Director (AR) (13 Oct 2006 to 18 Dec 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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