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.

Graham Crawford Kirton
IRN GCK01016
- CF1 Director (AR) (7 Jun 2007 to 4 Oct 2007)
Graham Fenton
IRN GXF00033
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2021)
Graham Heaney
IRN GXH00096
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Oct 2021)
Graham Jones
IRN GXJ00033
- [FCA CF] Client dealing (1 Sep 2020 to 22 Apr 2021)
- [FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Apr 2021)
Graham Leslie Ketch
IRN GLK00001
- 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)
Graham Leslie Sayer
IRN GLS01057
- CF1 Director (AR) (2 Oct 2008 to 1 Feb 2009)
Graham McCabe
IRN GXM35251
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
Graham Paul Alner
IRN GPA01033
- 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)
Graham Robert Jackson
IRN GRJ00004
- CF1 Director (AR) (15 May 2006 to 20 Feb 2009)
Graham Roy Mitchelhill
IRN GRM00019
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)

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.