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.

  • Jaspal Singh Merbay

    IRN JSM00074

    • (2200)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Nov 2023)
    • (2201)CF1 Director (AR) (31 Mar 2013 to 15 Nov 2023)
  • Jatin Taylor

    IRN JXT02024

    • (908)CF1 Director (AR) (3 Oct 2016 to 15 Feb 2019)
  • Jatinder Pal Singh Puri

    IRN JPP01080

    • (2484)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
  • Jaydeep Maru

    IRN JXM02138

    • (2358)CF1 Director (AR) (10 Dec 2015 to 22 Feb 2016)
  • Jayesh Balvantrai Pandya

    IRN JXP01463

    • (2812)CF1 Director (AR) (20 Aug 2013 to 10 Aug 2015)
  • Jayne Jones

    IRN JXJ01594

    • (79)CF1 Director (AR) (since 8 Dec 2017)
  • Jayne Routledge

    IRN JXR00157

    • (1647)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 May 2022)
  • Jayvir Hiteshbhai Sisodiya

    IRN JXS00261

    • (2203)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2024)
  • Jean Teresa Hall

    IRN JTH00021

    • (1257)CF4 Partner (AR) (9 Sep 2020 to 24 Aug 2022)
  • Jean-Pierre Durand

    IRN JXD00181

    • (401)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (402)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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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