Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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.

  • Carlo Lucchesi

    IRN CAL00011

    • (1199)CF1 Director (AR) (since 6 Sep 2017)
    • (2624)CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
  • Carlo Vernacchio

    IRN CXV00013

    • (188)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (189)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carly Breathwick

    IRN CXB86684

    • (1422)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1424)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2020)
    • (1423)CF4 Partner (AR) (since 1 Jul 2020)
  • Carly Williamson

    IRN CXW00111

    • (174)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (175)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carmel Caroline Fitzpatrick

    IRN CCF01032

    • (606)CF4 Partner (AR) (20 Sep 2010 to 12 Sep 2012)
  • Carol Diane Pigdon

    IRN CDP01050

    • (245)CF4 Partner (AR) (6 Dec 2006 to 16 Jan 2008)
  • Carol Lesley Woollam

    IRN CLB01098

    • (1123)CF1 Director (AR) (16 Jan 2007 to 28 May 2008)
  • Carol Louise Tilston

    IRN CLT01027

    • (2000)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2026)
  • Carole Louise Bennett

    IRN CXB00172

    • (451)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (452)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carole Taylor

    IRN CXT01386

    • (733)CF1 Director (AR) (1 Jul 2020 to 30 Dec 2020)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Yamin Fang (no longer appointed)

    FRN 470106 · Appointed 23 Nov 2012 · Until 1 Jan 2013

  • Brian David Picton (no longer appointed)

    FRN 566860 · Appointed 21 Nov 2012 · Until 4 Apr 2013

  • P. H. Coates Ltd (no longer appointed)

    FRN 591149 · Appointed 13 Nov 2012 · Until 4 Nov 2019

  • Michael Barry (no longer appointed)

    FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020

  • Gary Oxborough (no longer appointed)

    FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019

  • SimFin Mortgages Ltd (no longer appointed)

    FRN 590722 · Appointed 9 Nov 2012 · Until 24 Oct 2021

  • Max Lezar (no longer appointed)

    FRN 590760 · Appointed 6 Nov 2012 · Until 11 Jan 2013

  • Annaley Lay (no longer appointed)

    FRN 590797 · Appointed 6 Nov 2012 · Until 27 Apr 2020

  • Seth Thomas (no longer appointed)

    FRN 590789 · Appointed 6 Nov 2012 · Until 16 May 2014

  • Frederick Charles Finance Ltd (no longer appointed)

    FRN 590747 · Appointed 5 Nov 2012 · Until 3 May 2013

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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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