Quilter Mortgage Planning Limited

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

  • Daniel Charles Francis

    IRN DXF00124

    • (2519)Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 9 Jun 2021)
  • Daniel David Galvin

    IRN DDG00003

    • (688)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (689)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Daniel Emerson

    IRN DXE00043

    • (2283)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Daniel Freeman

    IRN DXF01500

    • (890)CF1 Director (AR) (since 8 Apr 2019)
    • (2399)CF4 Partner (AR) (14 Aug 2014 to 17 Jan 2019)
  • Daniel Garman

    IRN DMG00039

    • (2034)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)
  • Daniel George James Chamberlain

    IRN DGC01096

    • (693)CF1 Director (AR) (14 Sep 2015 to 31 Jan 2025)
  • Daniel Hugh Mather

    IRN DHM01073

    • (967)CF1 Director (AR) (12 Jan 2015 to 9 Mar 2021)
  • Daniel John Jones Bailey

    IRN DXB00193

    • (2767)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
  • Daniel Joseph Ross

    IRN DXR00275

    • (1497)Appointed representative dealing with clients for which they require qualification (23 Jun 2021 to 22 Apr 2025)
  • Daniel Joseph Talbot

    IRN DJT00025

    • (208)CF1 Director (AR) (31 Mar 2013 to 27 Jan 2017)
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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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