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.

  • Carole Yvonne Vellosa

    IRN CYV01000

    • (903)CF4 Partner (AR) (29 Jan 2008 to 29 Mar 2012)
  • Caroline Audrey Hester McCrea

    IRN CAM01209

    • (224)CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
  • Caroline Charlotte Woolhouse

    IRN CCW01048

    • (241)CF1 Director (AR) (16 Feb 2007 to 3 Apr 2009)
  • Caroline Eburne

    IRN CXE01289

    • (2485)CF4 Partner (AR) (3 Sep 2014 to 18 Jan 2019)
  • Caroline Mary Egan

    IRN CME01051

    • (656)CF1 Director (AR) (18 Jun 2008 to 9 Jan 2026)
  • Caroline Paige

    IRN CXP00120

    • (1669)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
  • Caroline Rajaratnam

    IRN CXR00109

    • (1657)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
  • Caroline Simmonds

    IRN CMS01173

    • (1044)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 31 Jan 2024)
  • Carolyn Louise Sanders

    IRN CXD01644

    • (921)CF4 Partner (AR) (since 8 Aug 2018)
  • Carolyn Rhodes

    IRN CXR00110

    • (229)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (230)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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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

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