Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
15 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 Archibald Morrison

    IRN IAM01036

    • (2113)CF1 Director (AR) (10 Aug 2020 to 30 Oct 2023)
  • Ian Bavey

    IRN IRB01032

    • (2137)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
    • (2138)CF1 Director (AR) (12 Mar 2019 to 7 Apr 2026)
  • Ian Bishop

    IRN IXB01182

    • (375)CF1 Director (AR) (18 Sep 2008 to 15 Feb 2010)
  • Ian Brown

    IRN IAB00020

    • (1246)CF1 Director (AR) (since 31 Mar 2013)
  • Ian Bushell

    IRN IXB00053

    • (1203)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1204)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1205)CF1 Director (AR) (since 20 Nov 2009)
  • Ian Campbell Bascombe

    IRN ICB00027

    • (284)CF4 Partner (AR) (6 Jan 2014 to 14 Mar 2018)
  • Ian Connacher

    IRN IXC00048

    • (1844)[FCA CF] Manager of certification employee (1 Sep 2020 to 9 Sep 2022)
  • Ian Cowie

    IRN IXC00046

    • (1870)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Ian David Lambert

    IRN IDL00005

    • (2051)CF1 Director (AR) (12 Aug 2015 to 30 Oct 2019)
  • Ian David White

    IRN IDW00006

    • (2077)CF1 Director (AR) (25 Sep 2008 to 11 Oct 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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