Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
20 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.

  • Kevin Attwell

    IRN KXA00030

    • (1313)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
    • (1314)CF1 Director (AR) (5 Jun 2009 to 24 Apr 2023)
  • Kevin Barry Williams

    IRN KBW01014

    • (1067)CF4 Partner (AR) (since 31 Mar 2017)
  • Kevin Benedict Moore

    IRN KBM01029

    • (392)CF1 Director (AR) (3 Sep 2012 to 11 Mar 2016)
  • Kevin Craig Dunn

    IRN KCD01019

    • (976)CF1 Director (AR) (19 Mar 2014 to 5 Dec 2014)
  • Kevin Gaskin

    IRN KAG01072

    • (952)CF1 Director (AR) (since 13 Apr 2015)
  • Kevin Gerrard

    IRN KXG00016

    • (2096)CF4 Partner (AR) (26 May 2006 to 30 Sep 2013)
  • Kevin Hammond

    IRN KRH00024

    • (2196)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2022)
    • (2197)CF1 Director (AR) (5 Aug 2016 to 13 Jan 2021)
  • Kevin Hugh Ronaldson

    IRN KHR01004

    • (2164)CF1 Director (1 Apr 2009 to 31 May 2012)
    • (2163)CF3 Chief Executive (19 Jan 2006 to 1 Apr 2009)
    • (2162)CF8 Apportionment and Oversight (19 Jan 2006 to 1 Apr 2009)
    • (2161)Responsible for Insurance Mediation (19 Jan 2006 to 31 May 2012)
  • Kevin James Crickett

    IRN KJC01135

    • (692)CF1 Director (AR) (19 Apr 2016 to 4 Apr 2025)
  • Kevin John Ellicott

    IRN KXE00026

    • (392)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (393)Appointed representative dealing with clients for which they require qualification (since 9 Dec 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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