Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 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.

  • Ian Thomas McCue

    IRN ITM01022

    • (994)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 19 Aug 2021)
    • (993)[FCA CF] Client dealing (1 Sep 2020 to 19 Aug 2021)
  • Ian Walsh

    IRN IXW00053

    • (2122)CF1 Director (AR) (25 Feb 2019 to 30 Jan 2026)
  • Ian Warburton

    IRN IXW00012

    • (1202)CF1 Director (AR) (since 10 Jul 2015)
  • Ian William Smith

    IRN IWS00006

    • (671)CF1 Director (AR) (13 Nov 2006 to 9 Jan 2020)
  • Illya Gregg Simpson

    IRN IGS00006

    • (1309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1310)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1311)CF1 Director (AR) (since 18 Apr 2006)
    • (2357)CF22 Investment Adviser (Trainee) (18 Apr 2006 to 5 Oct 2007)
  • Imogen Phillips

    IRN IXP00081

    • (1457)Appointed representative dealing with clients for which they require qualification (24 May 2022 to 16 Sep 2022)
  • Imran Javaid Malik

    IRN IJM01097

    • (2848)CF1 Director (AR) (7 Jul 2010 to 18 Mar 2018)
  • Imran Sheikh

    IRN IXS01517

    • (482)CF1 Director (AR) (28 Aug 2013 to 7 Oct 2014)
  • Inderjeet Assi

    IRN IXA01189

    • (1052)CF1 Director (AR) (31 Mar 2013 to 29 Jan 2021)
  • Indermohan Grewal

    IRN IXG01136

    • (2967)CF4 Partner (AR) (22 Jun 2009 to 21 Feb 2010)
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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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