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.

  • Ian David Wicks

    IRN IDW00015

    • (2846)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
  • Ian Davies

    IRN ILD01012

    • (1106)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2021)
  • Ian Derbyshire

    IRN IXD00009

    • (1376)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 12 May 2023)
  • Ian Garry Nance

    IRN IGN01000

    • (312)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (313)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1142)CF1 Director (AR) (17 Jun 2020 to 15 May 2025)
  • Ian Geoffrey Dawson

    IRN IGD01016

    • (991)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (992)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (993)CF1 Director (AR) (since 5 Mar 2013)
  • Ian Geoffrey Hyde

    IRN IGH01028

    • (568)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (569)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ian Greig

    IRN IXG00028

    • (357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (358)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ian Haughey

    IRN IXH00074

    • (2486)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2023)
  • Ian Horpe

    IRN IDH00012

    • (1330)[FCA CF] Manager of certification employee (1 Sep 2020 to 9 Dec 2020)
  • Ian James Woodacre

    IRN IJW00009

    • (1372)CF30 Customer (26 Apr 2013 to 10 Dec 2013)
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