Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • Gavin Morgan

    IRN GXM02389

    • (738)CF1 Director (AR) (20 Aug 2015 to 5 Jun 2021)
  • Gavin Sweeney

    IRN GXS01820

    • (956)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (957)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (958)CF1 Director (AR) (since 29 Nov 2010)
  • Geetaben Patel

    IRN GXP00088

    • (1383)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1384)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gemma Eileen Harle

    IRN GEH01049

    • (2736)[FCA CF] Significant management (2 Feb 2021 to 18 Nov 2022)
    • (2735)[FCA CF] Manager of certification employee (2 Feb 2021 to 18 Nov 2022)
  • Gemma Louise McDonald

    IRN GLM01057

    • (6)CF1 Director (AR) (10 Mar 2016 to 7 Apr 2019)
  • Gemma Louise Raymond

    IRN GXR35272

    • (1914)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
  • Gemma McKee

    IRN GXM00278

    • (2434)Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 17 Feb 2023)
  • Gemma Palmer

    IRN GXP00197

    • (1896)Appointed representative dealing with clients for which they require qualification (11 May 2021 to 11 Jan 2024)
  • Geoffrey Clive Charles Ribbons

    IRN GCR00007

    • (2438)CF1 Director (AR) (17 Jun 2013 to 28 Apr 2014)
  • Geoffrey Langford Lewis

    IRN GXL00061

    • (1259)CF1 Director (AR) (14 Dec 2016 to 14 Jul 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: (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