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
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
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.

Fernando Getino
IRN FXG00001
- (2508)CF1 Director (AR) (7 Oct 2015 to 4 Jun 2020)
Filip Gryckiewicz
IRN FXG00019
- (2730)Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 9 Jul 2024)
Filiz Phipps
IRN FXP00020
- (1589)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 31 Mar 2025)
Fiona Alana Murray
IRN FAM01034
- (123)CF1 Director (AR) (30 Jan 2015 to 21 Mar 2016)
Fiona Hawthorne
IRN FXH00001
- (901)CF1 Director (AR) (27 Mar 2018 to 29 Mar 2018)
Fiona Jane Cam
IRN FXC14867
- (740)CF1 Director (AR) (13 May 2019 to 11 Dec 2020)
Fiona Jane Stevenson
IRN FXS00199
- (745)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (746)Appointed representative dealing with clients for which they require qualification (since 13 May 2025)
Fiona Kerr Blues
IRN FKB01008
- (494)CF1 Director (AR) (19 Jun 2013 to 31 Mar 2015)
Fiona Mary Ward
IRN FMW01022
- (12)CF1 Director (AR) (since 2 Apr 2020)
- (891)CF1 Director (AR) (24 Apr 2014 to 4 Feb 2016)
Fiona McLean
IRN FXM01435
- (2208)CF4 Partner (AR) (8 Feb 2013 to 31 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

JS Risk & Controls Ltd (no longer appointed)
FRN 613202 · Appointed 15 Jan 2014 · Until 16 Sep 2014
Kinak Thakore (no longer appointed)
FRN 613009 · Appointed 14 Jan 2014 · Until 20 Oct 2017
Malcolm Barnfield (no longer appointed)
FRN 505209 · Appointed 10 Jan 2014 · Until 11 May 2020
Timothy Steer (no longer appointed)
FRN 613016 · Appointed 8 Jan 2014 · Until 24 Feb 2021
Spot-On Financial Solutions Ltd (no longer appointed)
FRN 612282 · Appointed 7 Jan 2014 · Until 15 Jul 2016
CT Finance Ltd (no longer appointed)
FRN 591343 · Appointed 7 Jan 2014 · Until 8 Apr 2015
Financial Focus Ltd (no longer appointed)
FRN 612166 · Appointed 6 Jan 2014 · Until 15 Mar 2019
Rutland Financial Services Limited (no longer appointed)
FRN 612042 · Appointed 3 Jan 2014 · Until 20 Apr 2023
Tyrone Financial Services (no longer appointed)
FRN 612201 · Appointed 23 Dec 2013 · Until 27 Nov 2020
Mander Duffill Financial Planning Solutions Ltd (no longer appointed)
FRN 611724 · Appointed 23 Dec 2013 · Until 6 May 2017

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.