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.

  • Adrian Paul Moses

    IRN APM01184

    • (2831)CF1 Director (AR) (24 Sep 2013 to 29 Sep 2023)
    • (2830)CF30 Customer (24 Sep 2013 to 10 Dec 2013)
  • Adrian Paul Peacock

    IRN AXP00393

    • (1528)Appointed representative dealing with clients for which they require qualification (10 Dec 2020 to 24 Oct 2021)
  • Adrian Richard Warwick

    IRN AXW00172

    • (184)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (185)Appointed representative dealing with clients for which they require qualification (since 19 Dec 2019)
  • Adrian Roger Kemp

    IRN ARK00009

    • (2045)CF4 Partner (AR) (29 Oct 2010 to 30 Sep 2013)
  • Adrian Stephen Richardson

    IRN ASR01084

    • (2795)CF1 Director (AR) (24 Apr 2014 to 23 Jul 2019)
  • Adrian Stuttard

    IRN AXS00332

    • (201)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (202)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adrian Thomas Grace

    IRN ATG01028

    • (2471)CF2 Non Executive Director (5 Nov 2013 to 7 Aug 2014)
  • Adrian Thomas Marriott

    IRN ATM00002

    • (1344)CF1 Director (AR) (since 21 Jul 2015)
  • Agata Maznicka

    IRN AXM00851

    • (1492)Appointed representative dealing with clients for which they require qualification (29 Jun 2021 to 27 Oct 2021)
  • Agnetha Dobson

    IRN AXD00758

    • (766)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (767)Appointed representative dealing with clients for which they require qualification (since 26 May 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Diamond Mortgages (no longer appointed)

    FRN 496823 · Appointed 25 Feb 2009 · Until 28 Feb 2010

  • Anna Kellett (no longer appointed)

    FRN 496650 · Appointed 20 Feb 2009 · Until 5 Aug 2009

  • J.Downey (no longer appointed)

    FRN 489331 · Appointed 18 Feb 2009 · Until 12 Feb 2010

  • Richard Caldwell (no longer appointed)

    FRN 496514 · Appointed 17 Feb 2009 · Until 24 Feb 2021

  • Simply Investment Limited (no longer appointed)

    FRN 496436 · Appointed 16 Feb 2009 · Until 20 Dec 2017

  • Stuart James Clark (no longer appointed)

    FRN 216439 · Appointed 10 Feb 2009 · Until 21 Sep 2011

  • C A Hughes (no longer appointed)

    FRN 481561 · Appointed 10 Feb 2009 · Until 15 May 2009

  • Opening Doors Finance LLP (no longer appointed)

    FRN 496229 · Appointed 10 Feb 2009 · Until 30 Sep 2013

  • ATG Financial Solutions (no longer appointed)

    FRN 495970 · Appointed 4 Feb 2009 · Until 23 Aug 2013

  • Eric Bulcock (no longer appointed)

    FRN 495840 · Appointed 30 Jan 2009 · Until 3 May 2013

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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