Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 days 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.

  • Lisa Swinney

    IRN LXS00104

    • (496)[FCA CF] Manager of certification employee (since 31 Jan 2024)
    • (1875)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Lisa-Jayne Hurd

    IRN LXH00114

    • (1728)Appointed representative dealing with clients for which they require qualification (1 Aug 2020 to 25 Mar 2021)
  • Lloyd Nunn

    IRN LAN00001

    • (2570)CF1 Director (AR) (15 Sep 2014 to 29 Nov 2022)
    • (2569)CF4 Partner (AR) (25 Jul 2008 to 30 May 2013)
  • Loess Storm Wool Overbury-Tapper

    IRN LSO00008

    • (741)CF4 Partner (AR) (13 Feb 2014 to 21 Oct 2021)
  • Lorain Dorothy Pescod

    IRN LDP01021

    • (265)CF1 Director (AR) (20 Jun 2006 to 25 Nov 2013)
  • Loreta Kavaliauskaite

    IRN LXK00034

    • (1720)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Feb 2023)
  • Lorna Spurr

    IRN LXS00328

    • (1475)[FCA CF] Manager of certification employee (3 Nov 2021 to 9 May 2023)
  • Lorna Young

    IRN LJE01038

    • (2809)CF1 Director (AR) (22 Mar 2018 to 26 Mar 2018)
  • Lorne Campbell

    IRN LRC00009

    • (626)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (627)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Lorraine Clare Ring

    IRN LCR00005

    • (834)CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
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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