Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
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Joffrey Denning
IRN JXC02940
- CF1 Director (AR) (since 17 Jul 2015)
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John Ahmed
IRN JXA00059
- CF4 Partner (AR) (22 Aug 2012 to 29 Oct 2013)
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John Alexander Draper
IRN JAD01226
- CF1 Director (AR) (18 Dec 2013 to 24 Feb 2021)
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John Andrew Miller
IRN JAM00057
- CF30 Customer (26 Apr 2013 to 30 Nov 2013)
- CF4 Partner (AR) (26 Apr 2013 to 30 Nov 2013)
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John Barnard
IRN JPB00011
- CF1 Director (AR) (5 Dec 2014 to 16 Oct 2024)
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John Baugh
IRN JXB01751
- CF1 Director (AR) (8 Nov 2006 to 30 Sep 2009)
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John Bernard Crozier
IRN JBC00002
- CF1 Director (AR) (17 Jul 2013 to 31 Mar 2022)
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John Bisset
IRN JXB02938
- CF4 Partner (AR) (since 1 Apr 2014)
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John Brian Mills
IRN JBM01075
- CF1 Director (AR) (26 Oct 2006 to 19 Dec 2008)
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John Carter
IRN JAC00053
- 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) (16 Aug 2012 to 4 Dec 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lifestyle Future Limited
FRN 219604 · Appointed 22 Mar 2016
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Ashwood Law Wealth Management Ltd
FRN 538265 · Appointed 21 Mar 2016
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Robin Williams Financial Planning Ltd
FRN 738848 · Appointed 9 Mar 2016
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John Sharp
FRN 736422 · Appointed 12 Feb 2016
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RetireInvest Limited
FRN 735551 · Appointed 11 Feb 2016
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Cox Financial Services Ltd
FRN 734843 · Appointed 8 Feb 2016
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Move Financial North West Limited
FRN 734735 · Appointed 5 Feb 2016
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Ashley Phillips Ltd
FRN 437671 · Appointed 17 Dec 2015
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Birkdale Wealth Management Ltd
FRN 728040 · Appointed 9 Dec 2015
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Adapt Financial Planning Limited
FRN 727268 · Appointed 3 Dec 2015
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.