Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
17 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.

  • Alexander John Mollart

    IRN AJM01541

    • (2930)CF1 Director (AR) (6 Mar 2008 to 3 Oct 2009)
  • Alexander Mammon

    IRN AXM00353

    • (2538)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
  • Alexander Park Leitch

    IRN APL01043

    • (2946)CF2 Non Executive Director (23 Apr 2010 to 31 Mar 2017)
    • (2944)CF8 Apportionment and Oversight (1 Apr 2009 to 31 Mar 2017)
    • (2945)CF3 Chief Executive (1 Apr 2009 to 1 Feb 2010)
  • Alexander Singh Cheema

    IRN ASC01110

    • (1024)CF1 Director (AR) (11 Dec 2014 to 6 Feb 2024)
  • Alexander Williams

    IRN AXW00364

    • (1509)Appointed representative dealing with clients for which they require qualification (10 Mar 2021 to 17 Sep 2021)
  • Alexandra Kate Louise Hart

    IRN AXH00438

    • (1537)Appointed representative dealing with clients for which they require qualification (10 Dec 2020 to 15 Apr 2021)
  • Alexandra Wendy Suzanne Hind Woodward

    IRN AXH01194

    • (733)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (734)Appointed representative dealing with clients for which they require qualification (since 27 Nov 2024)
  • Alexandru Goncear

    IRN AXG00869

    • (1430)Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 14 May 2024)
  • Ali MacDonald

    IRN AXM02638

    • (54)CF1 Director (AR) (2 Oct 2008 to 19 Oct 2012)
  • Ali Md Hasan

    IRN AMH01316

    • (1971)CF1 Director (AR) (10 Oct 2018 to 2 Aug 2019)
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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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