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.

  • Anthony Walker

    IRN AXW01838

    • (612)CF1 Director (AR) (13 Jul 2010 to 10 Dec 2014)
  • Antoinette Sheila Simms

    IRN AXS00647

    • (1552)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 28 Mar 2022)
  • Antonio Bracci

    IRN ABB00014

    • (1241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1242)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1243)CF1 Director (AR) (since 10 Jun 2015)
  • Antonio Iannelli

    IRN AXI00008

    • (1289)CF1 Director (AR) (since 29 Jul 2020)
  • Antonio Salentino

    IRN AXS02032

    • (2907)CF1 Director (AR) (6 Aug 2007 to 16 Jun 2010)
  • Antony Baker

    IRN AWB01125

    • (838)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (837)21. Advising or arranging (bringing about) equity release transactions
    • (839)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (840)CF1 Director (AR) (since 19 Dec 2017)
    • (2300)CF30 Customer (1 Jun 2020 to 9 Aug 2021)
  • Antony Charlton Beltran

    IRN ACB01180

    • (321)CF1 Director (AR) (15 Sep 2008 to 11 Feb 2009)
  • Antony Dolman

    IRN ARD00035

    • (2043)CF1 Director (AR) (10 Oct 2008 to 10 May 2022)
  • Antony Ievoli

    IRN TXI00005

    • (1093)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1094)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Antony Jaggard

    IRN AXJ01634

    • (270)CF1 Director (AR) (3 Feb 2015 to 10 Feb 2019)
Show more

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

Show more

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