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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Andrew Maguire
IRN AFM01061
- 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 6 Mar 2023)
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Andrew Mark Saddington
IRN AXS00209
- CF1 Director (AR) (20 Oct 2010 to 15 Jul 2017)
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Andrew McMahon Martin
IRN AXM00319
- CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)
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Andrew Moore
IRN APM01215
- [FCA CF] Significant management (1 Sep 2020 to 1 Dec 2021)
- CF1 Director (AR) (27 Aug 2015 to 1 Dec 2021)
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Andrew Mowat
IRN AXM01360
- Appointed representative dealing with clients for which they require qualification (16 Nov 2022 to 8 Dec 2023)
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Andrew Norbert Gomes
IRN ANG00003
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
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Andrew North
IRN AXN00063
- 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)
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Andrew Parkes
IRN ACP00029
- CF1 Director (AR) (since 15 Jan 2008)
- CF4 Partner (AR) (2 Aug 2006 to 15 Jan 2008)
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Andrew Patrick Jenkinson
IRN APJ01067
- CF1 Director (AR) (25 Feb 2014 to 7 Mar 2025)
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Andrew Paul Ottley
IRN APO01015
- CF1 Director (AR) (12 Feb 2007 to 2 Aug 2016)
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.