Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
16 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.

  • Jacqueline Susan McCaffery

    IRN JSS01184

    • (975)CF1 Director (AR) (17 Jun 2014 to 13 Mar 2020)
  • Jacqueline Victoria Crawley

    IRN JVC00010

    • (619)CF4 Partner (AR) (6 Nov 2006 to 7 Dec 2010)
  • Jade Grantham

    IRN JXG00130

    • (1852)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
  • Jade Leah Shackleton

    IRN JXS37883

    • (1908)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 26 Sep 2025)
  • Jagdeep Jhumat

    IRN JXJ00123

    • (2431)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 3 Mar 2022)
  • Jagjit Gill

    IRN JXS02399

    • (907)CF1 Director (AR) (since 8 May 2009)
    • (2344)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
  • Jaime Fernandez

    IRN JXF01672

    • (541)CF1 Director (AR) (2 Apr 2012 to 3 Feb 2014)
  • Jake Allin Brassett

    IRN JXB00406

    • (152)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (153)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jake Harry Cousins

    IRN JXC00285

    • (1788)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
  • Jake Millar

    IRN JXM00316

    • (2410)Appointed representative dealing with clients for which they require qualification (7 Aug 2020 to 16 Feb 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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