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.

  • Damian Craig Youell

    IRN DCY01011

    • (1062)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Damian Gavin Patterson

    IRN DGP01084

    • (154)CF1 Director (AR) (1 May 2012 to 21 Jan 2015)
  • Damian John Cain

    IRN DJC01324

    • (2927)CF1 Director (AR) (6 Aug 2007 to 31 Oct 2008)
  • Daneel Van Straaten

    IRN DXV01105

    • (2732)CF1 Director (AR) (30 Jun 2017 to 14 Mar 2018)
  • Daniel Alexander Cumming

    IRN DXC00444

    • (1478)Appointed representative dealing with clients for which they require qualification (6 Oct 2021 to 2 Sep 2022)
  • Daniel Anderson

    IRN DXA01388

    • (136)CF4 Partner (AR) (10 Oct 2007 to 27 Dec 2007)
  • Daniel Andrew Spurr

    IRN DXS00195

    • (1619)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2022)
  • Daniel Batchelor

    IRN DXB02238

    • (918)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (919)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (920)CF1 Director (AR) (since 11 Apr 2013)
  • Daniel Bourne

    IRN DXB01847

    • (255)CF1 Director (AR) (30 May 2006 to 6 Jul 2009)
  • Daniel Burner

    IRN DPB00031

    • (1197)CF1 Director (AR) (since 9 Dec 2013)
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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