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.

Darren Fagan
IRN DXF01485
- (675)CF1 Director (AR) (18 Nov 2013 to 9 Mar 2015)
Darren Fisher
IRN DXF00012
- (1124)CF1 Director (AR) (since 24 Mar 2014)
Darren Glover
IRN DXG00114
- (363)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (364)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Darren Jonathan Lea
IRN DJL00078
- (570)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (571)Appointed representative dealing with clients for which they require qualification (since 18 Jun 2021)
Darren Kevin Law
IRN DXL00107
- (1706)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
Darren Kynaston Harvey
IRN DKH00007
- (599)CF1 Director (AR) (21 Aug 2007 to 30 Aug 2007)
Darren Martin
IRN DXM02290
- (1017)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2021)
Darren Paul Faulkner
IRN DPF01045
- (784)CF4 Partner (AR) (23 Aug 2007 to 3 Oct 2011)
Darren Ransom
IRN DXR16333
- (1485)CF1 Director (AR) (since 20 Jun 2019)
- (2739)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Darren Raymond Wild
IRN DRW01131
- (1110)CF1 Director (AR) (2 Mar 2010 to 16 Feb 2011)

Smaller firms operating under this firm's FCA authorisation.

Asset Wealth Managers Ltd (no longer appointed)
FRN 551145 · Appointed 31 Mar 2013 · Until 1 Mar 2021
Insight Financial Management Ltd (no longer appointed)
FRN 230002 · Appointed 31 Mar 2013 · Until 14 Sep 2022
Integra Finance Ltd (no longer appointed)
FRN 522985 · Appointed 31 Mar 2013 · Until 20 Jan 2026
Brian Jemmett (no longer appointed)
FRN 584349 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Wisemove Mortgages & Life Ltd (no longer appointed)
FRN 576919 · Appointed 31 Mar 2013 · Until 21 Jul 2015
Henry James Tragett (no longer appointed)
FRN 497469 · Appointed 31 Mar 2013 · Until 31 Mar 2013
Invest Northern Counties Ltd (no longer appointed)
FRN 586447 · Appointed 31 Mar 2013 · Until 28 Oct 2014
WG Financial Management Ltd (no longer appointed)
FRN 486850 · Appointed 31 Mar 2013 · Until 24 Dec 2013
Investwise Mortgages Ltd (no longer appointed)
FRN 477287 · Appointed 31 Mar 2013 · Until 20 Nov 2020
Brian Meehan (no longer appointed)
FRN 587077 · Appointed 31 Mar 2013 · Until 27 Nov 2020

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

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