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.

  • Angelica Evangelista

    IRN AXE00058

    • (1584)Appointed representative dealing with clients for which they require qualification (13 Aug 2021 to 24 Jul 2023)
  • Angelo, Matthew Kornecki

    IRN AMK01135

    • (2299)CF1 Director (AR) (18 Dec 2014 to 7 Jul 2020)
  • Angharad Elinor Lewis

    IRN AEL01053

    • (44)CF4 Partner (AR) (16 Dec 2008 to 9 May 2011)
  • Angus Jeffre Hunter

    IRN AJH00099

    • (318)CF4 Partner (AR) (23 Aug 2007 to 14 Dec 2011)
  • Anil Malik

    IRN AXM02498

    • (2635)CF1 Director (AR) (1 Jun 2017 to 29 Dec 2017)
  • Anita Filby

    IRN AXF00343

    • (794)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (793)21. Advising or arranging (bringing about) equity release transactions
    • (795)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
  • Anita Hennington

    IRN AXH00095

    • (437)CF1 Director (AR) (18 Oct 2007 to 27 Aug 2009)
  • Anita Patel

    IRN AXP02170

    • (510)CF4 Partner (AR) (8 Feb 2013 to 13 May 2013)
  • Anita Raj

    IRN AXR00163

    • (233)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (234)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anita Staley

    IRN AXS00868

    • (1484)Appointed representative dealing with clients for which they require qualification (10 Oct 2022 to 18 Jan 2023)
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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

Show more