Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
18 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)
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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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