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.

Graeme Bingham
IRN GXB00072
- (2305)CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
Graeme Hastie
IRN GXH00166
- (2792)CF1 Director (AR) (5 Jan 2021 to 30 Jun 2021)
- (2791)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
Graeme John Hood
IRN GJH00015
- (2352)CF4 Partner (AR) (31 Jul 2013 to 12 Apr 2018)
Graeme John Peden
IRN GJP01120
- (1064)[FCA CF] Functions requiring qualifications (30 Nov 2020 to 31 May 2021)
Graeme Swan
IRN GXS00066
- (1285)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2023)
- (1286)CF1 Director (AR) (26 Sep 2014 to 29 Dec 2023)
Graham Andrew Clelland
IRN GXC01428
- (2372)CF1 Director (AR) (7 Sep 2007 to 24 Nov 2008)
Graham Anthony Turner
IRN GXT00046
- (1604)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
Graham Barnetson
IRN GXB01972
- (992)CF1 Director (AR) (4 Aug 2014 to 2 Jan 2021)
Graham Berry
IRN GXB00070
- (2076)CF1 Director (AR) (9 Apr 2015 to 16 Nov 2017)
Graham Carruthers
IRN GXC00058
- (376)CF1 Director (AR) (31 Mar 2013 to 27 Jul 2016)

Smaller firms operating under this firm's FCA authorisation.

Mark Herbert Financial Services Ltd (no longer appointed)
FRN 618676 · Appointed 2 Apr 2014 · Until 19 Nov 2020
HB Mortgage Solutions Ltd (no longer appointed)
FRN 459083 · Appointed 28 Mar 2014 · Until 6 May 2021
David Clarke Financial Services Ltd (no longer appointed)
FRN 618549 · Appointed 27 Mar 2014 · Until 22 Dec 2016
Trevor Lane (no longer appointed)
FRN 543502 · Appointed 24 Mar 2014 · Until 20 Jun 2018
Goal Financial Planning Limited (no longer appointed)
FRN 616673 · Appointed 21 Mar 2014 · Until 3 Dec 2015
Joanna Stickings (no longer appointed)
FRN 618000 · Appointed 20 Mar 2014 · Until 25 Feb 2021
Birchwood Financial Planning Ltd (no longer appointed)
FRN 617943 · Appointed 19 Mar 2014 · Until 28 Jul 2015
First Stop Mortgages & Protection NI Limited (no longer appointed)
FRN 617038 · Appointed 11 Mar 2014 · Until 7 Apr 2014
Precision Financial Ltd (no longer appointed)
FRN 616326 · Appointed 7 Mar 2014 · Until 31 Aug 2018
Lee Andrew Naylor (no longer appointed)
FRN 573717 · Appointed 4 Mar 2014 · Until 19 Jan 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.