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.

  • Charles Lewis John Lipman

    IRN CXL00033

    • (2263)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jan 2021)
    • (2262)CF4 Partner (AR) (6 May 2010 to 20 Jan 2021)
  • Charles Sandey

    IRN CXS01800

    • (118)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (119)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Charlotte Angela Whitworth

    IRN CAW01102

    • (209)CF1 Director (AR) (3 Sep 2009 to 6 Oct 2009)
  • Charlotte Cisarello

    IRN CXJ00067

    • (2789)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
  • Charlotte Kathleen O'Neill

    IRN CXO00026

    • (2362)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 May 2022)
  • Charlotte Lucy Ferrier

    IRN CLF01056

    • (933)CF1 Director (AR) (20 May 2017 to 18 Feb 2021)
  • Charlotte White

    IRN CXT00324

    • (798)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (799)Appointed representative dealing with clients for which they require qualification (since 24 Jun 2022)
  • Chloe Rebecca Dance

    IRN CXD00476

    • (1439)Appointed representative dealing with clients for which they require qualification (20 Jun 2023 to 21 Nov 2023)
  • Chris Cheetham

    IRN CXC00143

    • (1795)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2021)
  • Chris Ferguson

    IRN CXF01393

    • (990)CF1 Director (AR) (9 Sep 2013 to 23 Mar 2016)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Yamin Fang (no longer appointed)

    FRN 470106 · Appointed 23 Nov 2012 · Until 1 Jan 2013

  • Brian David Picton (no longer appointed)

    FRN 566860 · Appointed 21 Nov 2012 · Until 4 Apr 2013

  • P. H. Coates Ltd (no longer appointed)

    FRN 591149 · Appointed 13 Nov 2012 · Until 4 Nov 2019

  • Michael Barry (no longer appointed)

    FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020

  • Gary Oxborough (no longer appointed)

    FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019

  • SimFin Mortgages Ltd (no longer appointed)

    FRN 590722 · Appointed 9 Nov 2012 · Until 24 Oct 2021

  • Max Lezar (no longer appointed)

    FRN 590760 · Appointed 6 Nov 2012 · Until 11 Jan 2013

  • Annaley Lay (no longer appointed)

    FRN 590797 · Appointed 6 Nov 2012 · Until 27 Apr 2020

  • Seth Thomas (no longer appointed)

    FRN 590789 · Appointed 6 Nov 2012 · Until 16 May 2014

  • Frederick Charles Finance Ltd (no longer appointed)

    FRN 590747 · Appointed 5 Nov 2012 · Until 3 May 2013

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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