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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Darren Thomas Nichols
IRN DXN00039
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
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Darren William John Sharkey
IRN DWS01044
- SMF18 Other Overall Responsibility (28 May 2020 to 1 Jan 2021)
- SMF3 Executive Director (9 Dec 2019 to 17 May 2020)
- CF1 Director (1 Feb 2017 to 8 Dec 2019)
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Darren Wilson
IRN DXW00083
- [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Dec 2021)
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Daryl Charles Vickers
IRN DCV01006
- CF1 Director (AR) (15 Oct 2012 to 13 Jul 2017)
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Daryl Cornelius
IRN DXC01647
- CF1 Director (AR) (16 Aug 2007 to 4 Nov 2008)
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Daryl Jon Holmes
IRN DJH01425
- CF1 Director (AR) (21 May 2013 to 23 Mar 2022)
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Daryl Wayne Lay
IRN DWL01025
- CF1 Director (AR) (19 Mar 2014 to 22 Dec 2022)
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David Adamson
IRN DXA00082
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
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David Bernard Craft
IRN DBC01048
- CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
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David Bourne
IRN DXB00197
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
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.