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

• David James Stringer

  IRN DJS00174

  • 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)
  • CF1 Director (AR) (since 15 Mar 2013)
• David Jameson Hall

  IRN DXH00098

  • CF1 Director (AR) (8 May 2007 to 20 Nov 2017)
  • CF4 Partner (AR) (12 May 2006 to 8 May 2007)
• David Jane

  IRN DXJ00035

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
• David Jeffery Andrews

  IRN DJA01122

  • CF1 Director (AR) (22 Sep 2010 to 7 Mar 2011)
• David John Barker

  IRN DJB01420

  • CF4 Partner (AR) (10 Oct 2008 to 8 May 2012)
• David John Craven

  IRN DJC00009

  • CF1 Director (AR) (since 31 Mar 2013)
• David John Cresswell

  IRN DJC01349

  • CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
• David John Dalziel

  IRN DJD01208

  • CF1 Director (AR) (27 Sep 2012 to 3 Apr 2025)
• David John Donovan

  IRN DXD00062

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
• David John Dunworth

  IRN DJD00038

  • CF1 Director (AR) (7 Nov 2013 to 27 Jul 2015)

• 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.