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.

Deirdre Harriet Marr
IRN DHM01052
- (781)CF1 Director (AR) (17 Oct 2006 to 2 Jun 2011)
Delia Marie Lazenby
IRN DML01137
- (2872)CF1 Director (AR) (4 Aug 2017 to 31 Dec 2018)
Delwinder Maan
IRN DXM12897
- (477)CF1 Director (AR) (22 Mar 2019 to 2 Jul 2019)
Denis West
IRN DXW00187
- (1262)Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 5 Mar 2021)
Denise Cowie
IRN DXC01799
- (708)CF1 Director (AR) (26 May 2015 to 29 Jan 2016)
Denise Frost
IRN DXF00066
- (1758)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Denise Rosina Poole
IRN DRP01090
- (352)CF4 Partner (AR) (24 Oct 2006 to 6 May 2008)
Dennis Alan Lane
IRN DAL00044
- (228)CF1 Director (AR) (26 Oct 2017 to 12 Feb 2018)
Dennis William Taylor
IRN DWT00001
- (2487)CF4 Partner (AR) (1 Jun 2020 to 31 Jan 2023)
Denver Cooper Thompson
IRN DCT01048
- (1022)CF1 Director (AR) (since 19 May 2020)
- (2638)CF1 Director (AR) (10 Dec 2014 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Geoffrey Leaver Wealth Management Ltd (no longer appointed)
FRN 602737 · Appointed 18 Jul 2013 · Until 19 Jul 2013
Financial Advice Group Limited (no longer appointed)
FRN 602735 · Appointed 18 Jul 2013 · Until 2 Jan 2019
Sporting Partnership Financial Services Ltd (no longer appointed)
FRN 604565 · Appointed 17 Jul 2013 · Until 14 Sep 2020
Sandling Financial Limited (no longer appointed)
FRN 539525 · Appointed 17 Jul 2013 · Until 3 May 2014
Quickstyle Consultancy Ltd (no longer appointed)
FRN 604155 · Appointed 17 Jul 2013 · Until 19 Nov 2020
Russell Brown (no longer appointed)
FRN 231194 · Appointed 16 Jul 2013 · Until 3 Jul 2023
Complete Mortgage Services.co.uk (no longer appointed)
FRN 497711 · Appointed 15 Jul 2013 · Until 18 Jun 2019
Financial Perspectives Limited (no longer appointed)
FRN 539213 · Appointed 15 Jul 2013 · Until 31 Mar 2022
Mark Goulding (no longer appointed)
FRN 603678 · Appointed 12 Jul 2013 · Until 6 Apr 2021
Dr Bjorn Drobak (no longer appointed)
FRN 569071 · Appointed 11 Jul 2013 · Until 11 Nov 2015

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.