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.

  • Elizabeth Jane Bankhead

    IRN EJB01081

    • (365)CF1 Director (AR) (26 Oct 2006 to 1 Jan 2007)
  • Elizabeth Jane Helm-Hicks

    IRN EJH01108

    • (2918)CF1 Director (AR) (9 May 2016 to 14 Jun 2018)
  • Ella Hamilton

    IRN EXH00120

    • (113)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (114)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ella Hamu

    IRN EXH01260

    • (34)CF1 Director (AR) (13 May 2011 to 30 Jul 2013)
    • (33)CF4 Partner (AR) (15 May 2009 to 19 May 2009)
  • Ellen Wells

    IRN EXM00065

    • (1684)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)
  • Elliot Keith Simberg

    IRN EKS00003

    • (1336)CF4 Partner (AR) (19 Dec 2007 to 31 Jan 2010)
  • Elliot Lloyd Smith

    IRN ELS01034

    • (837)CF1 Director (AR) (28 Jun 2012 to 27 Aug 2021)
  • Elliott James Vigar

    IRN EJV01014

    • (1507)CF1 Director (AR) (since 15 Apr 2024)
  • Elliott Smith

    IRN EXS00048

    • (1621)Appointed representative dealing with clients for which they require qualification (2 Jun 2020 to 22 Dec 2020)
  • Ellis James Scott

    IRN EXS00047

    • (222)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (223)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: (1485)CF1 Director (AR)

  2. controlled function added: (1484)CF1 Director (AR)

  3. controlled function added: (1483)CF1 Director (AR)

  4. controlled function added: (1482)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1480)SMF18 Other Overall Responsibility

  7. controlled function added: (1479)CF1 Director (AR)

  8. controlled function added: (1478)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1476)CF1 Director (AR)

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