Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

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 Hide limitations
- · 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
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- · 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

Senior staff personally approved by the FCA to hold their roles here.

Amandeep Bahra
IRN AXB02347
- (99)CF1 Director (AR) (20 May 2008 to 19 Jul 2010)
Amarjit Karwal
IRN AXK01476
- (2489)CF1 Director (AR) (19 May 2008 to 16 Oct 2009)
Ambareen Mirza
IRN AXM02001
- (2036)CF1 Director (AR) (18 Dec 2006 to 11 May 2020)
Amber Louise Harding
IRN XHA01000
- (315)CF1 Director (AR) (20 Aug 2012 to 31 Oct 2018)
Amit Jajodia
IRN AXJ01857
- (2997)CF1 Director (AR) (24 Oct 2017 to 19 May 2019)
Amit Kakkar
IRN AXK01660
- (1086)Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 3 Nov 2021)
Amy Elizabeth Holliday
IRN AXH00448
- (2279)Appointed representative dealing with clients for which they require qualification (25 Sep 2020 to 5 Jul 2023)
Amy Elizabeth Stokes
IRN AXS00282
- (1414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1416)CF1 Director (AR) (since 11 Dec 2020)
- (1415)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Amy Louise Callow
IRN AXC03431
- (725)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (726)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2025)
Amy Louise Hill
IRN AXH00204
- (768)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)

Smaller firms operating under this firm's FCA authorisation.

Knighthill Ltd (no longer appointed)
FRN 520926 · Appointed 22 Mar 2010 · Until 23 Oct 2013
Eurocapital Financial Advisers Ltd (no longer appointed)
FRN 505440 · Appointed 18 Mar 2010 · Until 21 Dec 2010
Financial Link (UK) Ltd (no longer appointed)
FRN 467224 · Appointed 15 Mar 2010 · Until 12 Aug 2010
Nicholas Bradley (no longer appointed)
FRN 516176 · Appointed 12 Mar 2010 · Until 6 Nov 2011
Purple Frog Financial Consultancy Ltd (no longer appointed)
FRN 519737 · Appointed 10 Mar 2010 · Until 30 Jun 2012
Excellence Mortgage Services Limited (no longer appointed)
FRN 412197 · Appointed 10 Mar 2010 · Until 26 Nov 2011
Naveed Muzaffar (no longer appointed)
FRN 519230 · Appointed 4 Mar 2010 · Until 17 May 2011
Karen Kirwan (no longer appointed)
FRN 519366 · Appointed 4 Mar 2010 · Until 14 Jul 2011
My Mortgage Brokers Ltd (no longer appointed)
FRN 460136 · Appointed 2 Mar 2010 · Until 16 Feb 2011
Michael Riley (no longer appointed)
FRN 482793 · Appointed 25 Feb 2010 · Until 27 Jan 2014

Updates to this firm's record on the FCA register.

21 hours ago
controlled function added: (1485)CF1 Director (AR)
21 hours ago
controlled function added: (1484)CF1 Director (AR)
21 hours ago
controlled function added: (1483)CF1 Director (AR)
21 hours ago
controlled function added: (1482)Appointed representative dealing with clients for which they require qualification
21 hours ago
controlled function added: (1481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
21 hours ago
controlled function added: (1480)SMF18 Other Overall Responsibility
21 hours ago
controlled function added: (1479)CF1 Director (AR)
21 hours ago
controlled function added: (1478)Appointed representative dealing with clients for which they require qualification
21 hours ago
controlled function added: (1477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
21 hours ago
controlled function added: (1476)CF1 Director (AR)

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.