Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
1 day 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.

  • Carl Anthony Wallis

    IRN CXW00163

    • (154)[FCA CF] Significant management (since 29 Oct 2024)
  • Carl Bunce

    IRN CXB00149

    • (1356)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
  • Carl David Scholfield

    IRN CDS00017

    • (2587)CF4 Partner (AR) (31 Jan 2013 to 31 Jan 2017)
  • Carl Dean John Lavis

    IRN CDL01069

    • (2817)CF1 Director (AR) (3 Nov 2022 to 6 Oct 2023)
  • Carl Derbyshire

    IRN CXD00095

    • (414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (415)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carl Ray

    IRN CAR01178

    • (1)CF1 Director (AR) (since 3 Apr 2017)
    • (855)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
  • Carl Roy Hobbins

    IRN CRH01135

    • (2240)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
  • Carl Scott

    IRN CBS01022

    • (545)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (544)21. Advising or arranging (bringing about) equity release transactions
    • (546)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carla Harvey

    IRN CXH01616

    • (153)CF1 Director (AR) (14 Nov 2007 to 29 Sep 2008)
  • Carla Peel

    IRN CXP35268

    • (1915)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Stagg (no longer appointed)

    FRN 528373 · Appointed 29 Dec 2011 · Until 4 Jan 2014

  • Amanda Jane Cassidy (no longer appointed)

    FRN 447933 · Appointed 28 Dec 2011 · Until 7 May 2020

  • Adnan Butt (no longer appointed)

    FRN 558832 · Appointed 21 Dec 2011 · Until 2 Mar 2017

  • John Fox (no longer appointed)

    FRN 571592 · Appointed 20 Dec 2011 · Until 16 Mar 2015

  • Fast Track Capital Ltd (no longer appointed)

    FRN 571384 · Appointed 19 Dec 2011 · Until 30 Sep 2014

  • John Kynaston (no longer appointed)

    FRN 191630 · Appointed 13 Dec 2011 · Until 16 Jun 2023

  • Paul Harris (no longer appointed)

    FRN 408738 · Appointed 9 Dec 2011 · Until 31 May 2016

  • Lisa Laughton (no longer appointed)

    FRN 498589 · Appointed 17 Nov 2011 · Until 9 Apr 2012

  • Stuart Goodwin (no longer appointed)

    FRN 568318 · Appointed 15 Nov 2011 · Until 31 Dec 2020

  • Jennifer Usher (no longer appointed)

    FRN 568107 · Appointed 14 Nov 2011 · Until 28 Nov 2011

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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