Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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.

  • Jonathan Leslie Bingham

    IRN JLB00039

    • (1211)CF1 Director (AR) (31 Mar 2013 to 23 May 2022)
  • Jonathan Mark Buckley

    IRN JMB00010

    • (751)CF1 Director (AR) (31 Mar 2013 to 2 Jun 2025)
  • Jonathan Masters

    IRN JXM00215

    • (2332)CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
    • (2331)CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Jonathan Mcginn

    IRN JXM00313

    • (1686)Appointed representative dealing with clients for which they require qualification (9 Mar 2020 to 25 Mar 2021)
  • Jonathan Michael Davies

    IRN JMD00005

    • (1342)CF4 Partner (AR) (since 19 Aug 2015)
  • Jonathan Michael Little

    IRN JML01069

    • (2940)CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
  • Jonathan Morris

    IRN JXM03177

    • (744)CF1 Director (AR) (7 Aug 2013 to 17 Jan 2020)
  • Jonathan Mychalkiw

    IRN JXM03160

    • (2931)CF1 Director (AR) (7 May 2013 to 3 Dec 2013)
  • Jonathan Peck

    IRN JAP01206

    • (638)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (637)21. Advising or arranging (bringing about) equity release transactions
    • (639)Appointed representative dealing with clients for which they require qualification (since 8 Apr 2020)
  • Jonathan Peter Holt

    IRN JXH02500

    • (699)CF1 Director (AR) (16 Aug 2019 to 10 Sep 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