Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

• Betty-Ann Ambury

  IRN BXA01215

  • CF1 Director (AR) (3 Oct 2007 to 17 Mar 2009)
• Beulah Antonin

  IRN BXA00066

  • 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 5 Apr 2023)
• Beverley Ann Quinlan

  IRN BAQ00001

  • CF1 Director (AR) (13 Oct 2008 to 29 May 2009)
• Beverley Louise Flynn

  IRN BXF00111

  • [FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
  • [FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
• Beverley Rae Marie Loggia

  IRN BRL00007

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
• Beverly Malcolm

  IRN BXM00112

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
• Bharathi Bayrajee

  IRN BXB01471

  • CF1 Director (AR) (12 May 2011 to 7 Jan 2013)
• Bharatkumar Vipinchandra Desai

  IRN BVD00002

  • CF1 Director (AR) (31 May 2007 to 22 Jun 2011)
• Bhavesh Wadher

  IRN BXW00136

  • Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 22 Apr 2021)
• Bhawana Shrestha

  IRN BXS02128

  • CF1 Director (AR) (21 Apr 2016 to 11 Jan 2017)

• Sue Fisher (no longer appointed)

  FRN 609408 · Appointed 19 Nov 2013 · Until 4 Feb 2015

• Mike Haigh (no longer appointed)

  FRN 609860 · Appointed 15 Nov 2013 · Until 27 Feb 2014

• Release My Equity Ltd (no longer appointed)

  FRN 610354 · Appointed 15 Nov 2013 · Until 10 Jan 2014

• Colin Flatman (no longer appointed)

  FRN 609310 · Appointed 12 Nov 2013 · Until 27 Sep 2015

• Viva & Co Limited (no longer appointed)

  FRN 567256 · Appointed 12 Nov 2013 · Until 3 Nov 2017

• Stuart Newsome (no longer appointed)

  FRN 609316 · Appointed 12 Nov 2013 · Until 11 Aug 2015

• Equity Vantage Limited (no longer appointed)

  FRN 610005 · Appointed 11 Nov 2013 · Until 1 Jun 2017

• Teresa Firth (no longer appointed)

  FRN 609859 · Appointed 7 Nov 2013 · Until 3 Mar 2016

• PRWS Financial Solutions Ltd (no longer appointed)

  FRN 609185 · Appointed 31 Oct 2013 · Until 1 Jan 2017

• Soteria FS Ltd (no longer appointed)

  FRN 609485 · Appointed 31 Oct 2013 · Until 24 Jun 2014

No changes recorded yet.