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.

  • Kirsty Wells

    IRN KXW00082

    • (2770)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2023)
  • Kris Sebastian

    IRN KXS00119

    • (1635)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2021)
  • Kristopher Lee Bolton

    IRN KLB01059

    • (92)CF1 Director (AR) (31 Dec 2018 to 16 Aug 2019)
  • Kumaresh Nadarajah

    IRN KXN00059

    • (1543)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Aug 2021)
  • Kunal Kapoor

    IRN KXK02108

    • (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1501)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1502)CF1 Director (AR) (since 10 Sep 2018)
  • Kwasi Yeboah

    IRN KXY01146

    • (1974)Appointed representative dealing with clients for which they require qualification (13 Oct 2021 to 12 Jan 2023)
  • Kwok Hung Ng

    IRN KHN00001

    • (2773)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2021)
  • Kyran Fielder

    IRN KXF00151

    • (1446)Appointed representative dealing with clients for which they require qualification (17 Oct 2022 to 31 Jan 2023)
  • Lakhbir Singh

    IRN LXS01541

    • (1009)CF1 Director (AR) (6 Jan 2020 to 18 Dec 2023)
  • Laura Bradford

    IRN LXB30767

    • (1933)Appointed representative dealing with clients for which they require qualification (9 Jun 2021 to 14 Apr 2023)
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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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