Quilter Mortgage Planning Limited

Watch for changes

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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

Jesse Mcmullen
IRN JXM00315
- Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 15 Feb 2021)
Jessica Elouise Balkwill
IRN JXB00435
- CF1 Director (AR) (since 10 Mar 2021)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Jessica Emily McGowan
IRN JXM02980
- CF1 Director (AR) (since 9 Jul 2021)
Jessica Mary Bacon
IRN JXB02071
- [FCA CF] Manager of certification employee (28 Sep 2023 to 31 Jan 2026)
Jessica Victoria Lauren Patterson
IRN JXP00516
- Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 6 Mar 2023)
Jesus Antonio Tella
IRN JAT00010
- CF1 Director (AR) (since 29 Jul 2020)
Jethro Lee
IRN JXL00157
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2021)
Jewel Ahmed
IRN JXA01473
- Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 4 Nov 2020)
Jidesh George
IRN JXG02002
- CF1 Director (AR) (24 Sep 2015 to 9 Jun 2016)
Jill Haseltine
IRN JXH02765
- CF1 Director (AR) (15 Jul 2015 to 27 Jul 2015)

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.