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.

  • Harnaik Singh

    IRN HXS00147

    • (2295)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
  • Harpinder Sandhu

    IRN HXS01421

    • (2686)CF1 Director (AR) (14 Aug 2008 to 27 Sep 2012)
  • Harry Bennett

    IRN HXB00285

    • (755)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (756)Appointed representative dealing with clients for which they require qualification (since 8 Aug 2023)
  • Harry Edward John Bennett

    IRN HEB00002

    • (330)CF1 Director (AR) (12 Jun 2006 to 22 Jan 2009)
  • Harry Oldham

    IRN HXO00063

    • (1434)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 12 Apr 2024)
  • Harry William Pilbeam

    IRN HWP00001

    • (538)CF1 Director (AR) (23 Dec 2011 to 30 Sep 2014)
  • Hasan Acik

    IRN HXA00036

    • (1833)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
  • Hayden Richards

    IRN HXR01108

    • (1155)CF1 Director (AR) (26 Sep 2007 to 17 Dec 2009)
  • Haydn Brooks

    IRN HXB01450

    • (2469)CF1 Director (AR) (17 Jan 2018 to 2 Aug 2019)
  • Hayley Clare Louise Jaji

    IRN HXJ00040

    • (1550)Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 24 Feb 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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