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.

  • Adam Dean Roberts

    IRN ADR01123

    • (934)CF1 Director (AR) (18 May 2017 to 18 Nov 2020)
  • Adam Fitchett Wells

    IRN AXW25310

    • (2360)CF1 Director (AR) (6 Dec 2019 to 30 Oct 2020)
  • Adam Gary Burt

    IRN AXB00563

    • (2572)Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
  • Adam Gregory

    IRN AXG00163

    • (359)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (360)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adam Hayter

    IRN AXH00626

    • (1977)Appointed representative dealing with clients for which they require qualification (20 Dec 2023 to 13 Jun 2024)
  • Adam James Wilson

    IRN AXW18179

    • (1949)CF1 Director (AR) (6 Aug 2019 to 11 Feb 2020)
  • Adam John Docwra

    IRN AJD01308

    • (75)CF1 Director (AR) (12 Nov 2014 to 4 Feb 2016)
  • Adam Kenneth Stubbings

    IRN AKS01073

    • (2510)CF1 Director (AR) (7 Mar 2014 to 12 Mar 2026)
  • Adam Kirchin

    IRN AXK00212

    • (142)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (143)Appointed representative dealing with clients for which they require qualification (since 23 Feb 2024)
  • Adam Lee Gearey

    IRN ALG01036

    • (107)CF1 Director (AR) (5 Mar 2008 to 19 Dec 2010)
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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: (1465)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (1464)CF1 Director (AR)

  3. controlled function added: (1463)Appointed representative dealing with clients for which they require qualification

  4. controlled function added: (1462)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (1461)CF1 Director (AR)

  6. controlled function added: (1460)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1459)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (1458)CF1 Director (AR)

  9. controlled function added: (1457)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1456)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more