Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
14 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.

  • 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)
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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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