Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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.

  • Fiona McQuarrie

    IRN FXW00004

    • (1401)CF1 Director (AR) (6 Dec 2006 to 12 Dec 2007)
  • Fiona Nicolson

    IRN FXN00016

    • (1499)[FCA CF] Significant management (14 May 2021 to 31 Aug 2022)
  • Fiona Teresa Ford

    IRN FXF00010

    • (1761)Appointed representative dealing with clients for which they require qualification (27 Feb 2020 to 30 Nov 2020)
  • Fiona Watts

    IRN FXW83794

    • (1893)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
  • Fleur Barron

    IRN FXB01327

    • (564)CF1 Director (AR) (15 Mar 2012 to 2 Jan 2013)
  • Fozia Naz

    IRN FXN00004

    • (2398)Appointed representative dealing with clients for which they require qualification (23 Feb 2021 to 29 Sep 2023)
  • Frances Milne Home

    IRN FXM01785

    • (52)CF4 Partner (AR) (since 16 May 2018)
  • Frances Robinson

    IRN FXR00025

    • (1843)[FCA CF] Manager of certification employee (1 Sep 2020 to 13 Aug 2022)
  • Francesca Gregory

    IRN FXG01294

    • (66)CF1 Director (AR) (14 Oct 2015 to 14 Mar 2018)
  • Francis Conrad O'Grady

    IRN FCO00003

    • (1226)CF1 Director (AR) (21 May 2008 to 28 Jun 2011)
    • (1225)CF4 Partner (AR) (27 Feb 2007 to 21 May 2008)
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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