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.

  • Amy Smith

    IRN AXS00330

    • (209)21. Advising or arranging (bringing about) equity release transactions
    • (210)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (211)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Amy Young

    IRN ALE01024

    • (945)CF1 Director (AR) (since 12 Sep 2019)
  • Andew Philip Jackson

    IRN APJ00026

    • (448)CF2 Non Executive Director (4 Feb 2010 to 25 Jan 2011)
  • Andrea Clare Atkins

    IRN ACA01077

    • (845)CF1 Director (AR) (5 Jul 2018 to 9 Jan 2021)
  • Andrea Jayne Drew

    IRN AJD01388

    • (962)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2023)
    • (963)CF1 Director (AR) (24 Jun 2015 to 1 Aug 2023)
  • Andrea Kay Shakh

    IRN AKS01096

    • (686)CF1 Director (AR) (25 Oct 2007 to 23 Dec 2016)
  • Andrew Acton

    IRN AXA02201

    • (3003)CF1 Director (AR) (10 Sep 2010 to 21 Oct 2011)
  • Andrew Alexander Jamieson

    IRN AAJ00001

    • (1369)[FCA CF] Functions requiring qualifications (14 Jul 2022 to 17 Oct 2025)
  • Andrew Barnes

    IRN AXB00078

    • (2435)CF1 Director (AR) (9 Jul 2009 to 11 Feb 2010)
  • Andrew Bernard Teeman

    IRN ABT01037

    • (2232)CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)
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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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