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.

Jeffery Stewart Pitt
IRN JSP01085
- CF1 Director (AR) (16 Jul 2007 to 13 Jul 2009)
Jeffrey Allan Hope
IRN JAH01231
- CF1 Director (AR) (20 Aug 2015 to 27 Nov 2020)
Jeffrey Dooley
IRN JXD02132
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 26 Nov 2014)
- CF4 Partner (AR) (27 Feb 2014 to 2 Dec 2019)
Jeffrey Gordon Webb
IRN JGW00010
- CF1 Director (AR) (7 Sep 2015 to 19 Sep 2016)
Jeffrey Henry Bullock
IRN JHB00029
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
- CF4 Partner (AR) (5 Mar 2015 to 2 Jan 2024)
Jenna Boal
IRN JXB00174
- Appointed representative dealing with clients for which they require qualification (10 Feb 2020 to 6 Jul 2021)
Jenna Elizabeth Kirby
IRN JXK00098
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
Jenna Louise Clossick
IRN JXC00732
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 1 Sep 2023)
Jennifer Anne Larsen
IRN JAL01237
- CF4 Partner (AR) (5 Aug 2008 to 1 Apr 2014)
Jennifer Cookman
IRN JXC00200
- CF1 Director (AR) (12 Sep 2013 to 31 Jan 2020)

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.