Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Hemant Chandrakant Patel
IRN HCP01025
- CF1 Director (AR) (since 7 Sep 2017)
Henry Farnell
IRN HJF01027
- CF1 Director (AR) (since 27 Feb 2014)
Henry Mcloughlin
IRN HXM00069
- 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)
Hitesh Parmar
IRN HXP00038
- CF1 Director (AR) (19 Apr 2007 to 14 Mar 2018)
Hollie Swift
IRN SXH01823
- SMF16 Compliance Oversight (28 Jan 2022 to 15 Jun 2023)
- SMF4 Chief Risk (28 Jan 2022 to 15 Jun 2023)
- SMF7 Group Entity Senior Manager (25 Nov 2020 to 28 Jan 2022)
Holly Leanne Bettles
IRN HXB00068
- Appointed representative dealing with clients for which they require qualification (18 Nov 2021 to 6 Jun 2025)
Holly Margaret Woolford
IRN HXW00025
- 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 1 Dec 2020)
Holly Siegenberg
IRN HXS00072
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
Howie Thomson
IRN HJT00002
- CF1 Director (AR) (since 6 May 2020)
Hugh Wenbourne
IRN HCW01014
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2020)
- CF1 Director (AR) (31 May 2006 to 24 Feb 2025)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

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.