Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
15 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.

  • Colin Gerard Brown

    IRN CGB01079

    • (2951)CF1 Director (AR) (13 Sep 2011 to 26 Feb 2013)
  • Colin Gillan

    IRN CXG00111

    • (1754)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Mar 2021)
  • Colin Harris

    IRN CXH01647

    • (60)CF4 Partner (AR) (25 Sep 2008 to 8 Dec 2009)
  • Colin James Peters

    IRN CJP00010

    • (289)CF1 Director (AR) (7 Oct 2008 to 14 Jun 2011)
  • Colin Jozef Zaczyk

    IRN CJZ01003

    • (346)CF1 Director (AR) (28 Aug 2007 to 14 May 2009)
  • Colin O'Dell

    IRN CNO00001

    • (1994)CF1 Director (AR) (9 Nov 2015 to 27 Aug 2024)
  • Colin Osborne Smith

    IRN COS00001

    • (2067)CF1 Director (AR) (17 Jun 2014 to 2 Apr 2024)
    • (2066)CF4 Partner (AR) (23 Aug 2007 to 17 Jun 2014)
  • Colin Warrillow

    IRN CXW01363

    • (417)CF1 Director (AR) (1 Oct 2009 to 25 Jan 2012)
  • Colum McCloskey

    IRN CXM01825

    • (130)CF4 Partner (AR) (11 Oct 2007 to 21 Aug 2008)
  • Conor Alan MacSweeney

    IRN CAM01184

    • (2383)CF4 Partner (AR) (20 Dec 2013 to 9 Apr 2021)
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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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