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.

Angelica Evangelista
IRN AXE00058
- Appointed representative dealing with clients for which they require qualification (13 Aug 2021 to 24 Jul 2023)
Angelo, Matthew Kornecki
IRN AMK01135
- CF1 Director (AR) (18 Dec 2014 to 7 Jul 2020)
Angharad Elinor Lewis
IRN AEL01053
- CF4 Partner (AR) (16 Dec 2008 to 9 May 2011)
Angus Jeffre Hunter
IRN AJH00099
- CF4 Partner (AR) (23 Aug 2007 to 14 Dec 2011)
Anil Malik
IRN AXM02498
- CF1 Director (AR) (1 Jun 2017 to 29 Dec 2017)
Anita Filby
IRN AXF00343
- 21. Advising or arranging (bringing about) equity release transactions
- 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 6 May 2022)
Anita Hennington
IRN AXH00095
- CF1 Director (AR) (18 Oct 2007 to 27 Aug 2009)
Anita Patel
IRN AXP02170
- CF4 Partner (AR) (8 Feb 2013 to 13 May 2013)
Anita Raj
IRN AXR00163
- 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)
Anita Staley
IRN AXS00868
- Appointed representative dealing with clients for which they require qualification (10 Oct 2022 to 18 Jan 2023)

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.