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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

David Johnson
IRN DXJ00066
- (1722)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
David Jonathan Clarke
IRN DJC00095
- (565)CF1 Director (AR) (22 May 2014 to 21 Dec 2016)
David Keith Entwistle
IRN DKE01005
- (1153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1154)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1155)CF1 Director (AR) (since 20 Oct 2006)
David Keith Gordon
IRN DKG00005
- (1229)CF4 Partner (AR) (since 29 Jul 2015)
David Keith Griffin
IRN DXG01703
- (2378)CF1 Director (AR) (2 Dec 2013 to 31 May 2016)
David Knight
IRN DXK01163
- (1236)CF4 Partner (AR) (since 20 Nov 2014)
David Kyle Dobbin
IRN DXD00009
- (776)CF1 Director (AR) (1 Sep 2009 to 21 Jun 2019)
David Kyle Peacock
IRN DKP01027
- (1173)CF1 Director (AR) (22 Feb 2017 to 11 Oct 2019)
David Laurence Hope
IRN DLH01088
- (2552)CF1 Director (AR) (16 Oct 2006 to 8 May 2008)
David Lee Huntbatch
IRN DXH07516
- (1499)CF1 Director (AR) (since 2 Jun 2020)

Smaller firms operating under this firm's FCA authorisation.

Andrew Newnham (no longer appointed)
FRN 600821 · Appointed 13 May 2013 · Until 24 Aug 2017
Alan William Aynge (no longer appointed)
FRN 520295 · Appointed 13 May 2013 · Until 1 Sep 2017
Charnock Financial Solutions Ltd (no longer appointed)
FRN 600403 · Appointed 9 May 2013 · Until 13 Oct 2015
Advies LLP (no longer appointed)
FRN 600315 · Appointed 9 May 2013 · Until 25 Jul 2013
Eagle Financial Securities Ltd (no longer appointed)
FRN 600626 · Appointed 8 May 2013 · Until 27 Jul 2015
True Wealth Limited (no longer appointed)
FRN 597076 · Appointed 8 May 2013 · Until 24 Feb 2016
Advanced Mortgage Lending Ltd (no longer appointed)
FRN 439016 · Appointed 3 May 2013 · Until 30 Apr 2018
Wealth Help Ltd (no longer appointed)
FRN 600243 · Appointed 30 Apr 2013 · Until 26 Jun 2018
Camperdown Financial Ltd (no longer appointed)
FRN 441651 · Appointed 29 Apr 2013 · Until 11 Apr 2018
Arigal Wealth Management Ltd (no longer appointed)
FRN 513565 · Appointed 26 Apr 2013 · Until 14 Nov 2019

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.