Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • Kelly Louise Dove

    IRN KLN00012

    • (36)CF1 Director (AR) (since 6 Aug 2012)
  • Kelly Louise East

    IRN KXE07889

    • (2231)CF1 Director (AR) (19 Aug 2019 to 16 Oct 2024)
  • Kellye Louise Pilgrim

    IRN KXP00074

    • (1664)Appointed representative dealing with clients for which they require qualification (19 Mar 2020 to 31 Mar 2021)
  • Kelvin Hill

    IRN KBH01006

    • (2622)CF1 Director (AR) (21 Jan 2015 to 18 Nov 2020)
  • Kenneth Abram

    IRN KXA00013

    • (2565)CF1 Director (AR) (31 Mar 2013 to 13 Oct 2020)
  • Kenneth Kaye

    IRN KXK01921

    • (2407)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2021)
  • Kenneth Kelly

    IRN KXK00021

    • (1240)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 2021)
  • Kenneth Knapton

    IRN KXK00005

    • (1995)CF1 Director (AR) (19 Aug 2015 to 30 May 2022)
  • Kenneth Michael Bywater

    IRN KMB00009

    • (307)CF1 Director (AR) (18 Sep 2006 to 1 Jan 2012)
  • Kenneth Roderick Lambden

    IRN KRL01022

    • (2903)Director of firm who is not a certification employee or a SMF manager (1 Mar 2020 to 1 Sep 2023)
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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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