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.

Kevin Patrick Wilde
IRN KPW00003
- (2082)CF4 Partner (AR) (27 Feb 2015 to 31 Jul 2017)
Kevin Paul Stapley
IRN KPS00011
- (2149)CF1 Director (AR) (28 Jul 2015 to 10 Jun 2025)
Kevin Peter Burnham
IRN KPB01062
- (956)CF1 Director (AR) (17 Nov 2015 to 9 Dec 2016)
Kevin Rowland
IRN KXR01173
- (1111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1110)21. Advising or arranging (bringing about) equity release transactions
- (1112)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1113)CF1 Director (AR) (since 9 Dec 2011)
Kevin Stephen Lee-Crossett
IRN KSC01035
- (556)[FCA CF] Manager of certification employee (since 1 Jul 2020)
- (557)[FCA CF] Significant management (since 1 Jul 2020)
- (2170)CF2 Non Executive Director (19 Jun 2014 to 28 Jul 2017)
Kevin Street
IRN KXS00120
- (1617)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jul 2021)
Khusalbhai Makanbhai Chauhan
IRN KMC01066
- (385)CF1 Director (AR) (15 Aug 2007 to 16 Aug 2007)
Kieran Feely
IRN KXF01209
- (604)CF4 Partner (AR) (15 Sep 2010 to 12 Mar 2014)
Kieron Ford
IRN KAF01062
- (1000)CF1 Director (AR) (20 Jun 2019 to 5 Jan 2021)
Kieron Hynes
IRN KMH01073
- (2674)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2021)
- (2675)CF1 Director (AR) (15 Feb 2017 to 23 Feb 2021)

Smaller firms operating under this firm's FCA authorisation.

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.