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.

  • Ian David Wicks

    IRN IDW00015

    • (2846)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
  • Ian Davies

    IRN ILD01012

    • (1106)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2021)
  • Ian Derbyshire

    IRN IXD00009

    • (1376)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 12 May 2023)
  • Ian Garry Nance

    IRN IGN01000

    • (312)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (313)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1142)CF1 Director (AR) (17 Jun 2020 to 15 May 2025)
  • Ian Geoffrey Dawson

    IRN IGD01016

    • (991)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (992)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (993)CF1 Director (AR) (since 5 Mar 2013)
  • Ian Geoffrey Hyde

    IRN IGH01028

    • (568)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (569)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ian Greig

    IRN IXG00028

    • (357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (358)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ian Haughey

    IRN IXH00074

    • (2486)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2023)
  • Ian Horpe

    IRN IDH00012

    • (1330)[FCA CF] Manager of certification employee (1 Sep 2020 to 9 Dec 2020)
  • Ian James Woodacre

    IRN IJW00009

    • (1372)CF30 Customer (26 Apr 2013 to 10 Dec 2013)
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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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