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.

  • Indianna Gray

    IRN IXG00027

    • (472)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (471)21. Advising or arranging (bringing about) equity release transactions
    • (473)Appointed representative dealing with clients for which they require qualification (since 5 Dec 2022)
  • Ingrid Gail Johnson

    IRN IGJ01008

    • (444)CF1 Director (10 Feb 2017 to 19 Apr 2018)
  • Intisar Haider

    IRN IXH01420

    • (954)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 May 2021)
    • (955)CF1 Director (AR) (30 Nov 2015 to 18 May 2021)
  • Iqba Lall

    IRN IXL00015

    • (1708)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
  • Irving Woolf

    IRN IXW00001

    • (453)CF4 Partner (AR) (22 Oct 2007 to 20 Feb 2013)
  • Ishtiaq Farooqui

    IRN IXF01154

    • (869)CF1 Director (AR) (4 Jun 2014 to 13 Sep 2016)
  • Ishvinder Singh

    IRN IXS01322

    • (2612)CF1 Director (AR) (22 Sep 2017 to 1 May 2018)
  • Isla Marie Killen

    IRN IXK01107

    • (340)CF1 Director (AR) (26 May 2006 to 4 Jan 2012)
  • Iuliana Petruta Petcu

    IRN IXP00029

    • (2317)Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
  • Ivan Graham Logan

    IRN IGL00011

    • (2011)CF1 Director (AR) (12 Feb 2014 to 23 Mar 2021)
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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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