Quilter Mortgage Planning Limited

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
Debt Advice
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- · 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

Senior staff personally approved by the FCA to hold their roles here.

- Scott Financial Consultants Ltd
IRN XXS01035
- CF4 Partner (AR) (29 Oct 2015 to 21 Apr 2023)
. Dart Mortgages Ltd
IRN XXD01118
- CF4 Partner (AR) (5 Jul 2018 to 1 Oct 2021)
Aaron Boyle
IRN AXB00327
- Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 8 Jan 2021)
Aaron Edward Charles Swan
IRN AXS04990
- CF1 Director (AR) (2 Dec 2023 to 24 Apr 2024)
- Appointed representative dealing with clients for which they require qualification (21 Sep 2023 to 24 Jul 2024)
Aaron Michael Forster
IRN AXF00100
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
Aaron Shaw
IRN AXS00327
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
Aaron Taghdiri
IRN AXT00140
- Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 3 Dec 2021)
Aaron Tyson
IRN AXT00114
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
Abbas Khan
IRN AXK02564
- CF1 Director (AR) (7 May 2015 to 7 Dec 2015)
Abbie Chapman
IRN AXC00624
- Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 16 Dec 2021)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.