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.

  • Adewale Abiose

    IRN AXA00159

    • (2202)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2021)
  • Adrian George Howard

    IRN AGH01109

    • (2571)CF1 Director (AR) (5 Sep 2006 to 9 Oct 2009)
  • Adrian Hedley Barlow

    IRN AHB00015

    • (1265)CF4 Partner (AR) (12 Feb 2021 to 10 Mar 2023)
  • Adrian Jaggard

    IRN AXJ01629

    • (665)CF1 Director (AR) (4 Mar 2015 to 31 Aug 2022)
  • Adrian John Howard

    IRN AJH01678

    • (831)CF1 Director (AR) (since 6 Apr 2017)
  • Adrian John Webb

    IRN AJW00100

    • (551)CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
  • Adrian Knibbs

    IRN AXK01718

    • (93)CF1 Director (AR) (30 Sep 2008 to 3 Aug 2010)
  • Adrian Malcolm Ford

    IRN AXF00083

    • (1234)[FCA CF] Client dealing (21 Sep 2022 to 22 Nov 2023)
    • (1235)[FCA CF] Functions requiring qualifications (21 Sep 2022 to 22 Nov 2023)
  • Adrian Mark Keane-Munday

    IRN AMK00016

    • (1246)[FCA CF] Manager of certification employee (2 Mar 2022 to 1 Jul 2023)
  • Adrian Maskill

    IRN AAM00011

    • (1151)CF1 Director (AR) (since 21 Aug 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Diamond Mortgages (no longer appointed)

    FRN 496823 · Appointed 25 Feb 2009 · Until 28 Feb 2010

  • Anna Kellett (no longer appointed)

    FRN 496650 · Appointed 20 Feb 2009 · Until 5 Aug 2009

  • J.Downey (no longer appointed)

    FRN 489331 · Appointed 18 Feb 2009 · Until 12 Feb 2010

  • Richard Caldwell (no longer appointed)

    FRN 496514 · Appointed 17 Feb 2009 · Until 24 Feb 2021

  • Simply Investment Limited (no longer appointed)

    FRN 496436 · Appointed 16 Feb 2009 · Until 20 Dec 2017

  • Stuart James Clark (no longer appointed)

    FRN 216439 · Appointed 10 Feb 2009 · Until 21 Sep 2011

  • C A Hughes (no longer appointed)

    FRN 481561 · Appointed 10 Feb 2009 · Until 15 May 2009

  • Opening Doors Finance LLP (no longer appointed)

    FRN 496229 · Appointed 10 Feb 2009 · Until 30 Sep 2013

  • ATG Financial Solutions (no longer appointed)

    FRN 495970 · Appointed 4 Feb 2009 · Until 23 Aug 2013

  • Eric Bulcock (no longer appointed)

    FRN 495840 · Appointed 30 Jan 2009 · 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)

Show more