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.

George Roberts
IRN GMR01080
- (2270)CF1 Director (AR) (1 May 2014 to 12 Jan 2018)
George Stuart Adamson
IRN GXA00045
- (1832)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2023)
Georgia Sherman
IRN GXS00461
- (1461)[FCA CF] Significant management (20 Jun 2022 to 31 Oct 2024)
Georgina Dicks
IRN GXD26748
- (895)CF1 Director (AR) (7 Jan 2020 to 29 Apr 2022)
- (894)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 15 Nov 2021)
Georgina Victoria Cooke
IRN GXC00521
- (750)[FCA CF] Significant management (since 20 Nov 2023)
Geraint Davies
IRN GXD01518
- (553)CF1 Director (AR) (7 Mar 2012 to 2 Dec 2013)
Geraint Jones
IRN GXJ01340
- (1474)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1475)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1476)CF1 Director (AR) (since 8 Dec 2017)
Geraint Saunders
IRN GXS00465
- (796)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (797)Appointed representative dealing with clients for which they require qualification (since 29 Jun 2022)
Geraint Wyn Jones
IRN GWJ01029
- (2450)CF4 Partner (AR) (1 Jun 2012 to 16 Apr 2018)
Gerald Cuddihy
IRN GXC01473
- (326)CF1 Director (AR) (3 Jul 2007 to 5 Aug 2009)

Smaller firms operating under this firm's FCA authorisation.

Ashley Law Financial Solutions Limited (no longer appointed)
FRN 611660 · Appointed 23 Dec 2013 · Until 3 Feb 2023
Mander Duffill Financial Planning Solutions Ltd (no longer appointed)
FRN 611724 · Appointed 23 Dec 2013 · Until 6 May 2017
Kevin Roche (no longer appointed)
FRN 611519 · Appointed 20 Dec 2013 · Until 4 Feb 2015
Allan Harris (no longer appointed)
FRN 610487 · Appointed 20 Dec 2013 · Until 31 Jan 2020
Frank McCann (no longer appointed)
FRN 540085 · Appointed 18 Dec 2013 · Until 6 Jul 2018
David Michael Crabtree (no longer appointed)
FRN 576523 · Appointed 17 Dec 2013 · Until 9 Apr 2019
Nicholas Knight (no longer appointed)
FRN 611727 · Appointed 17 Dec 2013 · Until 28 May 2015
Charles Derby Capital Ltd (no longer appointed)
FRN 611449 · Appointed 17 Dec 2013 · Until 5 Feb 2021
Shazia Hussain (no longer appointed)
FRN 526360 · Appointed 16 Dec 2013 · Until 9 Aug 2018
Bluestar Mortgages Ltd (no longer appointed)
FRN 408885 · Appointed 13 Dec 2013 · Until 20 Nov 2020

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.