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.

  • Allison Whiteley

    IRN AMW00040

    • (1018)CF1 Director (AR) (since 20 Dec 2012)
  • Aly Anil Kassam

    IRN AAK01048

    • (1051)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1052)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1053)CF1 Director (AR) (since 21 Nov 2007)
  • Amadeep Singh

    IRN AXS01280

    • (783)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (784)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
  • Amanda Brencher

    IRN AXB00328

    • (439)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (440)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Amanda Featherstone

    IRN AXG00138

    • (619)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (620)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Amanda Jane Cassidy

    IRN AJC00074

    • (1294)CF1 Director (AR) (since 9 Feb 2022)
    • (1295)[FCA CF] Significant management (since 2 Nov 2020)
    • (2301)[FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Amanda Jane Hall

    IRN AXH00019

    • (2139)CF1 Director (AR) (31 Mar 2013 to 31 Dec 2013)
  • Amanda Jean Crane

    IRN AXC00805

    • (17)CF4 Partner (AR) (since 7 Jul 2022)
  • Amanda Puntis

    IRN AXP00204

    • (1658)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
  • Amanda Walker

    IRN AXW00170

    • (1600)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2021)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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