Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
15 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.

  • Kenneth William Milton

    IRN KWM01021

    • (174)CF1 Director (AR) (6 Jul 2007 to 23 Sep 2007)
  • Kenneth William Shaw

    IRN KWS00009

    • (264)CF1 Director (AR) (13 Sep 2006 to 22 Jul 2008)
  • Kenton Bradley Simpson

    IRN KBS00008

    • (639)CF1 Director (AR) (27 Oct 2006 to 13 Jul 2010)
  • Kerrie-Anne Kerr

    IRN KXK00169

    • (1483)Appointed representative dealing with clients for which they require qualification (19 Aug 2021 to 22 Mar 2024)
  • Kerry Brian Hollowell

    IRN KBH00003

    • (302)CF1 Director (AR) (5 Mar 2013 to 13 Dec 2019)
  • Kerry Jane Jones

    IRN KJL01067

    • (541)11. Pension transfer specialist
    • (543)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • (542)[FCA CF] Client dealing (since 1 Sep 2020)
  • Kerry Louise Waite

    IRN KXW00202

    • (1494)Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 4 Jan 2023)
  • Kerry Mitchelmore

    IRN KXM00636

    • (1432)Appointed representative dealing with clients for which they require qualification (9 Oct 2023 to 29 Jan 2024)
  • Kerry Mitchelmore

    IRN KXM00632

    • (2762)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 24 Jan 2025)
  • Kerry Moll

    IRN KXM00121

    • (1874)[FCA CF] Significant management (1 Sep 2020 to 2 Sep 2020)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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