Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
4 weeks ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

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

    Show 1 limitation
    • · 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
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Daniel Charles Francis

    IRN DXF00124

    • Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 9 Jun 2021)
  • Daniel David Galvin

    IRN DDG00003

    • 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)
  • Daniel Emerson

    IRN DXE00043

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Daniel Freeman

    IRN DXF01500

    • CF1 Director (AR) (since 8 Apr 2019)
    • CF4 Partner (AR) (14 Aug 2014 to 17 Jan 2019)
  • Daniel Garman

    IRN DMG00039

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)
  • Daniel George James Chamberlain

    IRN DGC01096

    • CF1 Director (AR) (14 Sep 2015 to 31 Jan 2025)
  • Daniel Hugh Mather

    IRN DHM01073

    • CF1 Director (AR) (12 Jan 2015 to 9 Mar 2021)
  • Daniel John Jones Bailey

    IRN DXB00193

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
  • Daniel Joseph Ross

    IRN DXR00275

    • Appointed representative dealing with clients for which they require qualification (23 Jun 2021 to 22 Apr 2025)
  • Daniel Joseph Talbot

    IRN DJT00025

    • CF1 Director (AR) (31 Mar 2013 to 27 Jan 2017)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • 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

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.