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.

Gerald Lambourne
IRN GGL00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Geraldine Ann Bowman
IRN GAB01127
- CF4 Partner (AR) (16 Oct 2007 to 6 Sep 2011)
Gerard Christopher O'Brien
IRN GXO00047
- Appointed representative dealing with clients for which they require qualification (6 Nov 2020 to 1 May 2021)
Gerard Duggan
IRN GJD00017
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)
Gerard Morgan
IRN GNM01026
- CF1 Director (AR) (26 Feb 2009 to 20 Oct 2011)
Gethyn David Buckland
IRN GDB00009
- CF1 Director (AR) (7 Apr 2020 to 3 Apr 2025)
Giles Hedley John Craig
IRN GHC00006
- CF1 Director (AR) (28 Jul 2006 to 28 Mar 2023)
Giles Henry Payne
IRN GXP00165
- Appointed representative dealing with clients for which they require qualification (25 Nov 2020 to 17 Feb 2023)
Gillian Deblasi
IRN GXD01308
- CF1 Director (AR) (10 Jul 2008 to 11 Oct 2012)
Gillian Freda Butterworth
IRN GXB00133
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Nov 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.