Quilter Mortgage Planning Limited

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

  • Hui Geng

    IRN HXG01127

    • (287)CF1 Director (AR) (24 Sep 2007 to 31 Oct 2008)
  • Iain Crowley

    IRN ICC01046

    • (2530)CF1 Director (AR) (14 Sep 2018 to 26 Oct 2022)
  • Iain David McCallum

    IRN IDM00004

    • (1176)CF1 Director (AR) (since 18 Mar 2009)
  • Iain David Vaughan

    IRN IDV01011

    • (2500)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2022)
    • (2501)CF1 Director (AR) (17 Mar 2016 to 8 Mar 2022)
  • Iain Grant Campbell

    IRN IGC01017

    • (2664)CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
  • Iain McCulloch

    IRN IXM01386

    • (1040)CF1 Director (AR) (13 May 2015 to 21 Dec 2016)
  • Iain Michael Armour

    IRN IMA00005

    • (389)CF1 Director (AR) (20 May 2016 to 4 Jul 2018)
  • Iain Stephenson

    IRN IXS00067

    • (205)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (206)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Iain Wright

    IRN IXW01156

    • (2893)CF28 Systems and controls (28 Jun 2016 to 30 Apr 2019)
  • Ian Anderson

    IRN IXA00002

    • (1379)CF1 Director (AR) (26 Apr 2007 to 13 Sep 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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