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.

Edward Hayter
IRN EXH01102
- (2692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2022)
- (2693)CF1 Director (AR) (2 Oct 2012 to 3 Nov 2022)
Edward Hilland
IRN EXH01165
- (405)CF1 Director (AR) (29 Mar 2006 to 9 Jul 2008)
Edward Hugh Rogers
IRN EHR00003
- (2016)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2022)
- (2017)CF1 Director (AR) (13 Dec 2016 to 15 Dec 2016)
Edward John Rogers Cookman
IRN EJC00015
- (2291)CF1 Director (AR) (23 Aug 2007 to 31 Jan 2020)
Edward Swan
IRN EKS01011
- (2157)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
Edyta Puc
IRN EXP00037
- (1660)Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 22 Oct 2021)
Ehtesham Ahmed
IRN EXA00020
- (1214)CF1 Director (AR) (28 Aug 2007 to 17 Jun 2009)
Eileen Cassin
IRN EXC01052
- (138)CF1 Director (AR) (22 Mar 2007 to 13 Mar 2009)
Eileen Foy
IRN EXF00015
- (2856)CF4 Partner (AR) (1 Jul 2015 to 8 Jul 2021)
Eileen Moran
IRN EXM00067
- (277)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (278)Appointed representative dealing with clients for which they require qualification (since 9 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.