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.

Daniel Smethurst
IRN DAS01248
- CF1 Director (AR) (since 12 Aug 2013)
Daniel Stephen Joinson
IRN DXJ00128
- Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 7 Jun 2021)
Daniel Stuart Cooper
IRN DXC00295
- Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 29 Sep 2023)
Daniel Turner
IRN DXT78592
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Daniel Webb
IRN DXW00104
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
Daniel Woodall
IRN DXW01453
- CF4 Partner (AR) (19 Dec 2006 to 27 Mar 2020)
Daniel Yazdani
IRN DXY00010
- Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 27 Mar 2025)
Daniela Serban
IRN DXS00193
- 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)
Danielle Colleen Murphy
IRN DXM00216
- 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)
Danny James Garner
IRN DXG00113
- Appointed representative dealing with clients for which they require qualification (7 Oct 2020 to 5 Mar 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.