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.

Elizabeth Jane Bankhead
IRN EJB01081
- (365)CF1 Director (AR) (26 Oct 2006 to 1 Jan 2007)
Elizabeth Jane Helm-Hicks
IRN EJH01108
- (2918)CF1 Director (AR) (9 May 2016 to 14 Jun 2018)
Ella Hamilton
IRN EXH00120
- (113)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (114)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Ella Hamu
IRN EXH01260
- (34)CF1 Director (AR) (13 May 2011 to 30 Jul 2013)
- (33)CF4 Partner (AR) (15 May 2009 to 19 May 2009)
Ellen Wells
IRN EXM00065
- (1684)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)
Elliot Keith Simberg
IRN EKS00003
- (1336)CF4 Partner (AR) (19 Dec 2007 to 31 Jan 2010)
Elliot Lloyd Smith
IRN ELS01034
- (837)CF1 Director (AR) (28 Jun 2012 to 27 Aug 2021)
Elliott James Vigar
IRN EJV01014
- (1507)CF1 Director (AR) (since 15 Apr 2024)
Elliott Smith
IRN EXS00048
- (1621)Appointed representative dealing with clients for which they require qualification (2 Jun 2020 to 22 Dec 2020)
Ellis James Scott
IRN EXS00047
- (222)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (223)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Maple Financial Solutions Ltd (no longer appointed)
FRN 609366 · Appointed 29 Oct 2013 · Until 1 Jan 2018
Barry Fair (no longer appointed)
FRN 609313 · Appointed 28 Oct 2013 · Until 10 Jan 2019
CFS (Chattaway Financial Services) Ltd (no longer appointed)
FRN 608706 · Appointed 25 Oct 2013 · Until 28 May 2019
Elland Road Financial Solutions Limited (no longer appointed)
FRN 215092 · Appointed 24 Oct 2013 · Until 13 Aug 2018
David Moss (no longer appointed)
FRN 183324 · Appointed 23 Oct 2013 · Until 23 Feb 2026
Helix Protects Ltd (no longer appointed)
FRN 609169 · Appointed 23 Oct 2013 · Until 23 Nov 2020
Findahome Online Financial Services Ltd (no longer appointed)
FRN 609143 · Appointed 23 Oct 2013 · Until 14 Dec 2017
Bobby Bangher (no longer appointed)
FRN 608578 · Appointed 22 Oct 2013 · Until 20 Nov 2020
Workplace Advice Financial Planning Ltd (no longer appointed)
FRN 607958 · Appointed 22 Oct 2013 · Until 5 Aug 2016
Workplace Advice Wealth Management Ltd (no longer appointed)
FRN 608269 · Appointed 21 Oct 2013 · Until 2 Mar 2021

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.