Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
13 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.

  • John Castin Pawley

    IRN JCP00020

    • (1296)CF1 Director (AR) (since 21 Jul 2015)
  • John Chamberlain

    IRN JXC00283

    • (1796)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2022)
  • John Charles Amies Wilkinson

    IRN JCW01175

    • (649)[FCA CF] Significant management (since 16 Jan 2026)
  • John Charles Kirk

    IRN JCK00001

    • (862)CF1 Director (AR) (31 Mar 2013 to 11 Jul 2013)
  • John Clifford Edward Woolhouse

    IRN JCW00071

    • (2188)CF1 Director (AR) (12 Feb 2014 to 18 Jun 2014)
  • John Cowan

    IRN JXC01360

    • (2706)CF2 Non Executive Director (AR) (21 Mar 2016 to 14 Mar 2018)
    • (2707)CF1 Director (AR) (23 Dec 2015 to 28 Aug 2019)
  • John Cummins

    IRN JXC00286

    • (2397)CF1 Director (AR) (18 Jan 2021 to 11 Jan 2024)
    • (2396)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
  • John David Adams

    IRN JDA00007

    • (491)CF1 Director (AR) (25 Nov 2016 to 18 Mar 2017)
  • John Dodd

    IRN JMD00007

    • (1386)CF1 Director (AR) (10 Aug 2015 to 7 Mar 2024)
  • John Edward MacKenzie

    IRN JEM00048

    • (2179)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
    • (2180)CF1 Director (AR) (13 Jul 2010 to 31 Mar 2026)
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