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.

Lee Bradley
IRN LJB01095
- (2032)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
Lee Corbin
IRN LDC01027
- (305)11. Pension transfer specialist
- (307)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
- (306)[FCA CF] Client dealing (since 1 Sep 2020)
Lee David Ballard
IRN LXB91425
- (2457)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2021)
Lee David Howard
IRN LDH01039
- (1006)CF1 Director (AR) (since 28 Nov 2013)
- (2718)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2024)
Lee Dunville
IRN LXD01445
- (319)CF1 Director (AR) (27 Nov 2014 to 23 Aug 2016)
Lee Edward Wells
IRN LEW01018
- (1071)CF4 Partner (AR) (since 28 Mar 2012)
- (2524)CF1 Director (AR) (15 Aug 2018 to 12 Nov 2025)
Lee Franklin
IRN LXF00028
- (1760)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
Lee Freer
IRN LXF01305
- (2437)CF1 Director (AR) (11 Jun 2014 to 17 Mar 2015)
Lee Green
IRN LJG00026
- (2190)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2024)
Lee Hawthorn
IRN LSH01019
- (1149)CF1 Director (AR) (since 7 May 2020)

Smaller firms operating under this firm's FCA authorisation.

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.