Quilter Mortgage Planning Limited

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
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.

Gordon John Johnston
IRN GXJ01171
- (2972)CF1 Director (AR) (17 Jun 2015 to 21 Dec 2016)
Gordon Peter Hogg
IRN GPH01070
- (641)CF1 Director (AR) (24 Jun 2016 to 14 Mar 2018)
Gordon Raymond Mitchell
IRN GRM01110
- (401)CF1 Director (AR) (17 Nov 2006 to 21 Oct 2011)
Gordon Robert Burkert
IRN GRB01092
- (1171)Appointed representative dealing with clients for which they require qualification (30 Nov 2020 to 21 Jun 2021)
Gordon Stewart
IRN GDS00015
- (1095)CF1 Director (AR) (since 6 May 2020)
Gordon Sutton
IRN GXS00071
- (512)CF1 Director (AR) (20 Aug 2015 to 22 Jan 2018)
Gosia Marciniak
IRN GXM00146
- (1691)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2023)
Grace Clare Akehurst
IRN GCA01025
- (937)CF30 Customer (16 Mar 2017 to 15 May 2017)
Grace Flint
IRN GXW00014
- (501)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (502)Appointed representative dealing with clients for which they require qualification (since 25 Jul 2022)
Grace Olubunmi Ogunjobi
IRN GXO00061
- (1477)Appointed representative dealing with clients for which they require qualification (19 Oct 2021 to 31 May 2022)

Smaller firms operating under this firm's FCA authorisation.

Covestra Financial Ltd (no longer appointed)
FRN 625408 · Appointed 11 Jun 2014 · Until 9 Jul 2015
Mark Trodden (no longer appointed)
FRN 625331 · Appointed 10 Jun 2014 · Until 20 Feb 2018
Equity Release Network Ltd (no longer appointed)
FRN 624461 · Appointed 30 May 2014 · Until 16 May 2019
First Stop Mortgages & Protection NI Limited (no longer appointed)
FRN 617038 · Appointed 29 May 2014 · Until 23 Feb 2019
Stepping Stones Financial Planning LLP (no longer appointed)
FRN 624250 · Appointed 28 May 2014 · Until 16 Jul 2015
Base FS Ltd (no longer appointed)
FRN 624242 · Appointed 28 May 2014 · Until 4 Jun 2020
Affinity Financial Services Ltd (no longer appointed)
FRN 624192 · Appointed 28 May 2014 · Until 14 Sep 2016
Leslie Crawford (no longer appointed)
FRN 623956 · Appointed 22 May 2014 · Until 1 Feb 2015
DFP Wealth Management Ltd (no longer appointed)
FRN 623153 · Appointed 20 May 2014 · Until 1 Nov 2016
Bradgate Financial Solutions Ltd (no longer appointed)
FRN 623666 · Appointed 16 May 2014 · Until 6 May 2015

Updates to this firm's record on the FCA register.

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.