Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

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 Hide limitations
- · 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
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- · 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

Senior staff personally approved by the FCA to hold their roles here.

Francis Joseph Maunder
IRN FJM00003
- (155)CF4 Partner (AR) (21 Dec 2006 to 24 May 2012)
- (156)CF1 Director (AR) (19 Dec 2006 to 21 Dec 2006)
Francisco Jose Mesa Baya
IRN FJM01087
- (2623)CF1 Director (AR) (29 May 2015 to 1 Mar 2017)
Frank Dudley Stamp
IRN FDS00001
- (1286)CF4 Partner (AR) (since 1 Apr 2015)
- (2278)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Frank Rocks
IRN FXR00007
- (2101)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jul 2021)
Fraser McLeod
IRN FXM01793
- (68)CF4 Partner (AR) (since 8 Aug 2018)
Frazer Horton
IRN FXH01108
- (2421)CF1 Director (AR) (9 Jun 2010 to 22 Feb 2016)
Frederick McCarthy
IRN FXM00053
- (1687)Appointed representative dealing with clients for which they require qualification (29 Jul 2020 to 23 Dec 2020)
Frederick Ortiz
IRN FXO01129
- (2335)CF1 Director (AR) (10 Jul 2013 to 18 Sep 2023)
- (2334)CF30 Customer (26 Jun 2013 to 27 Jun 2013)
Frederick Patten
IRN FXP00019
- (1667)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
Gabriel Anthony O'Doherty
IRN GAO01030
- (163)CF1 Director (AR) (4 Oct 2007 to 29 Mar 2009)

Smaller firms operating under this firm's FCA authorisation.

Ashley Law Financial Solutions Limited (no longer appointed)
FRN 611660 · Appointed 23 Dec 2013 · Until 3 Feb 2023
Mander Duffill Financial Planning Solutions Ltd (no longer appointed)
FRN 611724 · Appointed 23 Dec 2013 · Until 6 May 2017
Kevin Roche (no longer appointed)
FRN 611519 · Appointed 20 Dec 2013 · Until 4 Feb 2015
Allan Harris (no longer appointed)
FRN 610487 · Appointed 20 Dec 2013 · Until 31 Jan 2020
Frank McCann (no longer appointed)
FRN 540085 · Appointed 18 Dec 2013 · Until 6 Jul 2018
David Michael Crabtree (no longer appointed)
FRN 576523 · Appointed 17 Dec 2013 · Until 9 Apr 2019
Nicholas Knight (no longer appointed)
FRN 611727 · Appointed 17 Dec 2013 · Until 28 May 2015
Charles Derby Capital Ltd (no longer appointed)
FRN 611449 · Appointed 17 Dec 2013 · Until 5 Feb 2021
Shazia Hussain (no longer appointed)
FRN 526360 · Appointed 16 Dec 2013 · Until 9 Aug 2018
Bluestar Mortgages Ltd (no longer appointed)
FRN 408885 · Appointed 13 Dec 2013 · Until 20 Nov 2020

Updates to this firm's record on the FCA register.

22 hours ago
controlled function added: (1495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
22 hours ago
controlled function added: (1494)CF1 Director (AR)
22 hours ago
controlled function added: (1493)Appointed representative dealing with clients for which they require qualification
22 hours ago
controlled function added: (1492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
22 hours ago
controlled function added: (1491)CF1 Director (AR)
22 hours ago
controlled function added: (1490)Appointed representative dealing with clients for which they require qualification
22 hours ago
controlled function added: (1489)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
22 hours ago
controlled function added: (1488)CF1 Director (AR)
22 hours ago
controlled function added: (1487)Appointed representative dealing with clients for which they require qualification
22 hours ago
controlled function added: (1486)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.