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.

  • Geoffrey Lloyd Boon

    IRN GLB01055

    • (1103)CF1 Director (AR) (31 Jul 2019 to 19 Apr 2023)
  • Geoffrey Stewart

    IRN GXS01736

    • (1051)CF1 Director (AR) (1 Dec 2014 to 10 Mar 2022)
    • (1050)CF4 Partner (AR) (24 Feb 2014 to 19 Jun 2020)
  • George Carroll

    IRN GXC01432

    • (406)CF1 Director (AR) (1 Feb 2008 to 2 Mar 2009)
  • George Christou

    IRN GXC00114

    • (1794)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2021)
  • George Edward Mitchell

    IRN GEM01027

    • (62)CF2 Non Executive Director (26 May 2006 to 18 Mar 2017)
  • George Geoffrey Lockhart

    IRN GGL01011

    • (221)CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
  • George Gregory Denton

    IRN GXD00081

    • (416)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (417)Appointed representative dealing with clients for which they require qualification (since 7 Jul 2020)
  • George Higginson

    IRN GXH00086

    • (2926)CF1 Director (19 Jan 2006 to 20 Aug 2010)
  • George McGrimmon Reid

    IRN GMR01096

    • (2691)Director of firm who is not a certification employee or a SMF manager (1 Oct 2025 to 14 May 2026)
    • (2689)SMF11 Chair of the Audit Committee (1 Sep 2023 to 30 Sep 2025)
    • (2690)CF2 Non Executive Director (8 Feb 2017 to 8 Dec 2019)
  • George Norman Colin Lewis

    IRN GXL00122

    • (2476)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2023)
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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: (1495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (1494)CF1 Director (AR)

  3. controlled function added: (1493)Appointed representative dealing with clients for which they require qualification

  4. controlled function added: (1492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (1491)CF1 Director (AR)

  6. controlled function added: (1490)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1489)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (1488)CF1 Director (AR)

  9. controlled function added: (1487)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1486)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more