Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 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.

  • Annetta James Radley

    IRN AJR00148

    • (8)CF4 Partner (AR) (since 20 Jul 2015)
  • Annette Lynne Jones

    IRN ALJ00006

    • (650)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (651)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anthony Beresford

    IRN AXB00012

    • (1121)CF1 Director (AR) (since 8 Jul 2015)
  • Anthony Bishop

    IRN AEB01083

    • (2453)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jun 2023)
    • (2454)CF1 Director (AR) (19 Mar 2007 to 5 Jun 2023)
  • Anthony Buckle

    IRN AGB01109

    • (2511)CF4 Partner (AR) (15 Nov 2011 to 9 Jun 2014)
  • Anthony Clegg

    IRN AXC02037

    • (119)CF4 Partner (AR) (9 Nov 2007 to 29 Mar 2012)
  • Anthony Coe

    IRN TXC00034

    • (225)CF7 Sole Trader (AR) (19 Sep 2006 to 31 Jan 2007)
  • Anthony Cribb

    IRN AXC00158

    • (1223)[FCA CF] Manager of certification employee (1 Sep 2020 to 31 May 2022)
  • Anthony Donnellan

    IRN AMD00023

    • (1321)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2026)
  • Anthony Edward Medley

    IRN AEM00017

    • (635)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (636)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Gerard Snow (no longer appointed)

    FRN 543476 · Appointed 21 Mar 2011 · Until 23 Nov 2020

  • Jason Ruddy (no longer appointed)

    FRN 543201 · Appointed 16 Mar 2011 · Until 9 Mar 2016

  • James Mark Shields (no longer appointed)

    FRN 542083 · Appointed 24 Feb 2011 · Until 25 Feb 2021

  • Andrew Staines (no longer appointed)

    FRN 541992 · Appointed 23 Feb 2011 · Until 1 Jan 2013

  • Stephen Fletcher (no longer appointed)

    FRN 408790 · Appointed 21 Feb 2011 · Until 11 Jul 2011

  • Robert Bickerdike-Casson (no longer appointed)

    FRN 541433 · Appointed 14 Feb 2011 · Until 4 Dec 2012

  • Thomas Metcalf (no longer appointed)

    FRN 539725 · Appointed 20 Jan 2011 · Until 2 Nov 2016

  • Blewitt Financial LLP (no longer appointed)

    FRN 535563 · Appointed 23 Dec 2010 · Until 5 Apr 2011

  • Sean Bruen (no longer appointed)

    FRN 538043 · Appointed 21 Dec 2010 · Until 20 Jun 2016

  • Stephen Jones (no longer appointed)

    FRN 498088 · Appointed 21 Dec 2010 · Until 27 Jan 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