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.

Carl Anthony Wallis
IRN CXW00163
- [FCA CF] Significant management (since 29 Oct 2024)
Carl Bunce
IRN CXB00149
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
Carl David Scholfield
IRN CDS00017
- CF4 Partner (AR) (31 Jan 2013 to 31 Jan 2017)
Carl Dean John Lavis
IRN CDL01069
- CF1 Director (AR) (3 Nov 2022 to 6 Oct 2023)
Carl Derbyshire
IRN CXD00095
- 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)
Carl Ray
IRN CAR01178
- CF1 Director (AR) (since 3 Apr 2017)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
Carl Roy Hobbins
IRN CRH01135
- Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
Carl Scott
IRN CBS01022
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Carla Harvey
IRN CXH01616
- CF1 Director (AR) (14 Nov 2007 to 29 Sep 2008)
Carla Peel
IRN CXP35268
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 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.