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.

Devang Jashubhai Patel
IRN DJP01256
- (742)CF1 Director (AR) (31 May 2007 to 25 Feb 2011)
Diana Anna Przypkowska
IRN DXP00243
- (1553)Appointed representative dealing with clients for which they require qualification (23 Nov 2020 to 18 Nov 2022)
Diana Bruty
IRN DXB01620
- (285)CF4 Partner (AR) (16 May 2008 to 3 Sep 2012)
Diane Elaine Roberts
IRN DER00008
- (427)CF1 Director (AR) (23 Jan 2014 to 31 Jan 2017)
Diane Sheppard
IRN DXS00194
- (1629)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Dec 2022)
Diane Susan Waby
IRN DSW00014
- (418)CF1 Director (AR) (25 Oct 2006 to 21 Jul 2011)
Digby Player
IRN DMP00004
- (816)CF1 Director (AR) (8 Mar 2019 to 25 Nov 2020)
Dildar Photay
IRN DXP00003
- (2401)CF1 Director (AR) (23 Oct 2018 to 6 Aug 2019)
Diogo Vincent Fernandes
IRN DVF01008
- (810)CF1 Director (AR) (22 Sep 2009 to 14 Jul 2011)
Dominic Braim
IRN DXB00961
- (1429)Appointed representative dealing with clients for which they require qualification (26 Mar 2024 to 10 Jul 2025)

Smaller firms operating under this firm's FCA authorisation.

Alumar Financial Services Ltd (no longer appointed)
FRN 610734 · Appointed 28 Nov 2013 · Until 1 Jul 2014
Dawn Financial Services Ltd (no longer appointed)
FRN 431413 · Appointed 27 Nov 2013 · Until 31 Mar 2016
Crawford Drake Wealth Management Ltd (no longer appointed)
FRN 569700 · Appointed 27 Nov 2013 · Until 9 Feb 2021
Complete Financial UK Trading Limited (no longer appointed)
FRN 531673 · Appointed 27 Nov 2013 · Until 21 Jan 2014
Poppyred Limited (no longer appointed)
FRN 597535 · Appointed 27 Nov 2013 · Until 22 Jul 2014
Capital Funding Consultants Ltd (no longer appointed)
FRN 527213 · Appointed 27 Nov 2013 · Until 23 Apr 2020
Paul Flavin (no longer appointed)
FRN 403735 · Appointed 27 Nov 2013 · Until 31 Jan 2020
Beanland Financial Services Ltd (no longer appointed)
FRN 494667 · Appointed 27 Nov 2013 · Until 4 Feb 2022
One Stop Wealth Management Ltd (no longer appointed)
FRN 513725 · Appointed 27 Nov 2013 · Until 20 Apr 2015
SJP Financial Services Ltd (no longer appointed)
FRN 457388 · Appointed 27 Nov 2013 · Until 28 Feb 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.