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.

Joseph Hanrahan
IRN JTH01080
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
- CF1 Director (AR) (14 Oct 2016 to 8 Sep 2023)
Joseph Lightfoot
IRN JXL01824
- CF1 Director (AR) (12 Mar 2013 to 15 Mar 2017)
Joseph MacAndrew
IRN JXM02387
- CF1 Director (AR) (1 Feb 2007 to 23 Feb 2007)
Joseph Mills
IRN JXM00698
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2022)
Joseph Tumelty
IRN JXT00357
- 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 31 Aug 2021)
Josephine Anne Foster
IRN JAF01201
- CF1 Director (AR) (21 Oct 2015 to 11 Feb 2022)
Josephine Colclough
IRN JXC00284
- 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)
Josephine Jane Green
IRN JJG01113
- CF1 Director (AR) (21 Oct 2019 to 27 Jul 2022)
Joshua Alexander Rocha Papa
IRN JAP01249
- CF1 Director (AR) (26 May 2011 to 15 Aug 2012)
Joshua Geeson
IRN JXG00310
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Aug 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.