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.

Dominic Hennessy
IRN DJH00027
- (1068)CF1 Director (AR) (since 26 Apr 2013)
- (2534)CF30 Customer (26 Apr 2013 to 10 Dec 2013)
Dominic John Wynyard Rose
IRN DJR01310
- (2910)CF1 Director (AR) (20 Mar 2019 to 3 Aug 2020)
Dominic Louis Andersen
IRN DLA00005
- (2562)CF1 Director (AR) (31 Mar 2013 to 1 Nov 2017)
Donald Chattaway
IRN DXC01877
- (1069)CF1 Director (AR) (31 Dec 2013 to 28 May 2019)
Donald Graham Pollard
IRN DXP00097
- (305)CF4 Partner (AR) (30 Mar 2017 to 11 Nov 2019)
Donald Lachlan Munro MacPherson
IRN DLM00020
- (2033)CF1 Director (AR) (11 Jul 2014 to 7 Dec 2017)
Donald Nichols
IRN DXN00040
- (1676)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
Donna Coy
IRN DXC02645
- (1452)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1453)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1454)CF1 Director (AR) (since 1 Jun 2018)
Donna Joan Ryan
IRN DJR01245
- (235)CF1 Director (AR) (11 Oct 2006 to 14 Nov 2008)
Dorota Bronislawa Parzych
IRN DXP00249
- (1532)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2025)

Smaller firms operating under this firm's FCA authorisation.

Fiona Kyle (no longer appointed)
FRN 606100 · Appointed 22 Aug 2013 · Until 19 Sep 2018
Capital Asset Wealth Management Limited (no longer appointed)
FRN 598081 · Appointed 21 Aug 2013 · Until 12 Oct 2017
Masons Financial Planning Ltd (no longer appointed)
FRN 494678 · Appointed 20 Aug 2013 · Until 6 Apr 2020
Insight Mortgages Ltd (no longer appointed)
FRN 605891 · Appointed 14 Aug 2013 · Until 3 Oct 2016
Sapphire Mortgages Ltd (no longer appointed)
FRN 605776 · Appointed 13 Aug 2013 · Until 8 Oct 2014
Samantha Evans (no longer appointed)
FRN 605554 · Appointed 13 Aug 2013 · Until 17 Dec 2013
PSG Financial Solutions Limited (no longer appointed)
FRN 605097 · Appointed 13 Aug 2013 · Until 13 Apr 2023
Jamie Goodall (no longer appointed)
FRN 605697 · Appointed 9 Aug 2013 · Until 7 Sep 2020
Juno Wealth Management Ltd (no longer appointed)
FRN 604963 · Appointed 8 Aug 2013 · Until 30 Apr 2015
Cromwell Financial Services Ltd (no longer appointed)
FRN 605549 · Appointed 6 Aug 2013 · Until 22 Aug 2015

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

16 hours ago
controlled function added: (1495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
16 hours ago
controlled function added: (1494)CF1 Director (AR)
16 hours ago
controlled function added: (1493)Appointed representative dealing with clients for which they require qualification
16 hours ago
controlled function added: (1492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
16 hours ago
controlled function added: (1491)CF1 Director (AR)
16 hours ago
controlled function added: (1490)Appointed representative dealing with clients for which they require qualification
16 hours ago
controlled function added: (1489)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
16 hours ago
controlled function added: (1488)CF1 Director (AR)
16 hours ago
controlled function added: (1487)Appointed representative dealing with clients for which they require qualification
16 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.