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.

Fiona McQuarrie
IRN FXW00004
- (1401)CF1 Director (AR) (6 Dec 2006 to 12 Dec 2007)
Fiona Nicolson
IRN FXN00016
- (1499)[FCA CF] Significant management (14 May 2021 to 31 Aug 2022)
Fiona Teresa Ford
IRN FXF00010
- (1761)Appointed representative dealing with clients for which they require qualification (27 Feb 2020 to 30 Nov 2020)
Fiona Watts
IRN FXW83794
- (1893)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
Fleur Barron
IRN FXB01327
- (564)CF1 Director (AR) (15 Mar 2012 to 2 Jan 2013)
Fozia Naz
IRN FXN00004
- (2398)Appointed representative dealing with clients for which they require qualification (23 Feb 2021 to 29 Sep 2023)
Frances Milne Home
IRN FXM01785
- (52)CF4 Partner (AR) (since 16 May 2018)
Frances Robinson
IRN FXR00025
- (1843)[FCA CF] Manager of certification employee (1 Sep 2020 to 13 Aug 2022)
Francesca Gregory
IRN FXG01294
- (66)CF1 Director (AR) (14 Oct 2015 to 14 Mar 2018)
Francis Conrad O'Grady
IRN FCO00003
- (1226)CF1 Director (AR) (21 May 2008 to 28 Jun 2011)
- (1225)CF4 Partner (AR) (27 Feb 2007 to 21 May 2008)

Smaller firms operating under this firm's FCA authorisation.

Escom Ltd (no longer appointed)
FRN 436702 · Appointed 25 Nov 2013 · Until 30 Jan 2026
Chartered Financial Solutions Ltd (no longer appointed)
FRN 484590 · Appointed 22 Nov 2013 · Until 14 May 2021
Braxton Financial Ltd (no longer appointed)
FRN 534607 · Appointed 22 Nov 2013 · Until 6 Jul 2015
Belle Financial Services Ltd (no longer appointed)
FRN 570926 · Appointed 22 Nov 2013 · Until 4 Oct 2019
Ashley Law Wealth Management limited (no longer appointed)
FRN 605617 · Appointed 22 Nov 2013 · Until 10 May 2022
Jonathan Thompson (no longer appointed)
FRN 609405 · Appointed 22 Nov 2013 · Until 1 Feb 2022
Ampris Limited (no longer appointed)
FRN 610031 · Appointed 22 Nov 2013 · Until 18 Dec 2015
121 Financial Services (no longer appointed)
FRN 523783 · Appointed 21 Nov 2013 · Until 13 Jul 2015
Sue Fisher (no longer appointed)
FRN 609408 · Appointed 19 Nov 2013 · Until 4 Feb 2015
Release My Equity Ltd (no longer appointed)
FRN 610354 · Appointed 15 Nov 2013 · Until 10 Jan 2014

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.