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

• Carl Anthony Wallis

  IRN CXW00163

  • [FCA CF] Significant management (since 29 Oct 2024)
• Carl Bunce

  IRN CXB00149

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
• Carl David Scholfield

  IRN CDS00017

  • CF4 Partner (AR) (31 Jan 2013 to 31 Jan 2017)
• Carl Dean John Lavis

  IRN CDL01069

  • CF1 Director (AR) (3 Nov 2022 to 6 Oct 2023)
• Carl Derbyshire

  IRN CXD00095

  • 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 9 Dec 2019)
• Carl Ray

  IRN CAR01178

  • CF1 Director (AR) (since 3 Apr 2017)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
• Carl Roy Hobbins

  IRN CRH01135

  • Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
• Carl Scott

  IRN CBS01022

  • 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)
• Carla Harvey

  IRN CXH01616

  • CF1 Director (AR) (14 Nov 2007 to 29 Sep 2008)
• Carla Peel

  IRN CXP35268

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)

• 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.