Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

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 Hide limitations
- · 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
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- · 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

Senior staff personally approved by the FCA to hold their roles here.

Jack Edward Sharp
IRN JXS00256
- (1633)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)
Jack Mattock
IRN JXM00869
- (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (90)Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
Jacob Marjoram
IRN JXM01421
- (1437)Appointed representative dealing with clients for which they require qualification (7 Jul 2023 to 16 Jul 2024)
Jacob Popoola
IRN JXP00195
- (1661)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
Jacob Turner
IRN JXT00273
- (1522)Appointed representative dealing with clients for which they require qualification (8 Feb 2021 to 17 Feb 2023)
Jacqueline Ann Griffiths
IRN JAG01218
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jacqueline French
IRN JXF01541
- (65)CF1 Director (AR) (15 Aug 2008 to 19 Oct 2009)
Jacqueline Harvey
IRN JXH02164
- (97)CF1 Director (AR) (21 Jul 2008 to 21 Jul 2008)
Jacqueline Karen Chart
IRN JKC01042
- (645)CF1 Director (AR) (19 Jun 2009 to 30 Aug 2019)
Jacqueline Manby
IRN JXM03176
- (511)CF1 Director (AR) (31 Jan 2014 to 31 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

Eazy Life Financial Ltd (no longer appointed)
FRN 757858 · Appointed 6 Sep 2016 · Until 24 Nov 2017
2M Financial Ltd (no longer appointed)
FRN 757132 · Appointed 31 Aug 2016 · Until 21 Nov 2017
Rajesh Patel (no longer appointed)
FRN 755242 · Appointed 10 Aug 2016 · Until 22 May 2019
TWA Finance Limited (no longer appointed)
FRN 755259 · Appointed 10 Aug 2016 · Until 8 Nov 2018
Frank Employee Benefits Ltd (no longer appointed)
FRN 755091 · Appointed 4 Aug 2016 · Until 4 Mar 2018
Universal Trustee Advisers Ltd (no longer appointed)
FRN 753946 · Appointed 28 Jul 2016 · Until 1 Dec 2017
Michael Welton (no longer appointed)
FRN 754252 · Appointed 28 Jul 2016 · Until 3 Mar 2017
Shane Wood (no longer appointed)
FRN 494691 · Appointed 27 Jul 2016 · Until 6 Apr 2017
Murali Pujari (no longer appointed)
FRN 502837 · Appointed 27 Jul 2016 · Until 28 Feb 2023
Alexander Markou (no longer appointed)
FRN 753808 · Appointed 25 Jul 2016 · Until 23 Apr 2020

Updates to this firm's record on the FCA register.

16 hours ago
controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)
16 hours ago
controlled function added: (1504)CF1 Director (AR)
16 hours ago
controlled function added: (1503)SMF11 Chair of the Audit Committee
16 hours ago
controlled function added: (1502)CF1 Director (AR)
16 hours ago
controlled function added: (1501)Appointed representative dealing with clients for which they require qualification
16 hours ago
controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
16 hours ago
controlled function added: (1499)CF1 Director (AR)
16 hours ago
controlled function added: (1498)CF1 Director (AR)
16 hours ago
controlled function added: (1497)CF1 Director (AR)
16 hours ago
controlled function added: (1496)Appointed representative dealing with clients for which they require qualification

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.