Quilter Mortgage Planning Limited

Watch for changes

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
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

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

James Andrew Ward
IRN JAW01212
- CF2 Non Executive Director (29 Mar 2011 to 7 Aug 2014)
James Anthony Angus Samuels
IRN JAS01159
- CF2 Non Executive Director (4 Feb 2010 to 7 Aug 2014)
James Ashby
IRN JXA00104
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
James Athill
IRN JXA00106
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 16 Jun 2022)
- Appointed representative dealing with clients for which they require qualification (since 15 Jun 2020)
James Austin Pibworth
IRN AJP00082
- CF1 Director (AR) (28 Nov 2006 to 15 Jun 2007)
James Barber
IRN JXB03898
- Appointed representative dealing with clients for which they require qualification (3 Jun 2025 to 16 Jun 2025)
James Barry Booth
IRN JBB00011
- CF1 Director (AR) (4 Mar 2016 to 14 Aug 2020)
James Benjamin Tomlinson
IRN JBT00012
- CF1 Director (AR) (14 May 2010 to 15 May 2010)
James Carey
IRN JXC00253
- [FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
James Chalmers Wylie
IRN JCW00070
- CF1 Director (AR) (13 Oct 2006 to 18 Dec 2008)

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.