Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
17 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.

  • Kenneth William Milton

    IRN KWM01021

    • (174)CF1 Director (AR) (6 Jul 2007 to 23 Sep 2007)
  • Kenneth William Shaw

    IRN KWS00009

    • (264)CF1 Director (AR) (13 Sep 2006 to 22 Jul 2008)
  • Kenton Bradley Simpson

    IRN KBS00008

    • (639)CF1 Director (AR) (27 Oct 2006 to 13 Jul 2010)
  • Kerrie-Anne Kerr

    IRN KXK00169

    • (1483)Appointed representative dealing with clients for which they require qualification (19 Aug 2021 to 22 Mar 2024)
  • Kerry Brian Hollowell

    IRN KBH00003

    • (302)CF1 Director (AR) (5 Mar 2013 to 13 Dec 2019)
  • Kerry Jane Jones

    IRN KJL01067

    • (541)11. Pension transfer specialist
    • (543)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • (542)[FCA CF] Client dealing (since 1 Sep 2020)
  • Kerry Louise Waite

    IRN KXW00202

    • (1494)Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 4 Jan 2023)
  • Kerry Mitchelmore

    IRN KXM00636

    • (1432)Appointed representative dealing with clients for which they require qualification (9 Oct 2023 to 29 Jan 2024)
  • Kerry Mitchelmore

    IRN KXM00632

    • (2762)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 24 Jan 2025)
  • Kerry Moll

    IRN KXM00121

    • (1874)[FCA CF] Significant management (1 Sep 2020 to 2 Sep 2020)
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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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