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.

Emma Jane Greer
IRN EJG01056
- CF1 Director (AR) (31 Mar 2013 to 12 May 2016)
Emma Jane Wray
IRN EXW01310
- 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)
- CF1 Director (AR) (since 5 Apr 2018)
Emma Knowles
IRN EXK00034
- Appointed representative dealing with clients for which they require qualification (28 Sep 2020 to 15 Jul 2022)
Emma Louise Ashby
IRN EXA00038
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 26 Nov 2023)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Emma Lynne Louise Tempest
IRN ELT01015
- CF1 Director (AR) (3 Dec 2010 to 28 Aug 2014)
Emma May Kirk
IRN EMK01029
- CF1 Director (AR) (21 Oct 2011 to 5 Jul 2012)
Emma Revill
IRN EXR01209
- CF1 Director (AR) (28 Jul 2008 to 22 Mar 2010)
Emma Tucker
IRN EXT01288
- CF1 Director (AR) (29 Jan 2016 to 29 Jul 2022)
Emma Whitney
IRN EXW00025
- 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 3 Aug 2023)
Emma Wigley
IRN ELT01006
- CF1 Director (AR) (since 26 Nov 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.