Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 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.

  • James Clark

    IRN JXC02221

    • (1015)CF1 Director (AR) (since 6 Mar 2014)
  • James Daniel Newman

    IRN JXN00159

    • (920)CF1 Director (AR) (16 Sep 2021 to 29 Apr 2025)
  • James David Abram

    IRN JXA08048

    • (2227)CF1 Director (AR) (26 Feb 2019 to 13 Oct 2020)
  • James Docherty

    IRN JXD00179

    • (2326)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
  • James Duffy

    IRN JXD00180

    • (403)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (404)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • James Elliot John Mathews

    IRN JEM01182

    • (436)CF1 Director (AR) (18 Oct 2007 to 7 Oct 2008)
  • James Elsaba

    IRN JXE01287

    • (1087)CF1 Director (AR) (3 Jan 2008 to 10 Oct 2020)
  • James Eneas

    IRN JXE01386

    • (488)CF1 Director (AR) (1 Aug 2013 to 18 Aug 2015)
  • James English

    IRN JXE00064

    • (390)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (391)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • James Ernest Van Mechelen

    IRN JEV01023

    • (791)CF1 Director (AR) (17 Feb 2014 to 26 Aug 2022)
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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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