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.

David Michael John
IRN DXJ00065
- (1723)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
David Michael Stone
IRN DMS00059
- (1264)CF4 Partner (AR) (since 7 Jan 2013)
David Michael Turner
IRN DMT01089
- (669)CF1 Director (AR) (12 Apr 2019 to 6 Oct 2020)
David Morgan Gilmore
IRN DMG00049
- (620)CF1 Director (AR) (4 Oct 2007 to 7 Nov 2008)
David Nigel Hobbs
IRN DNH00009
- (2634)CF1 Director (AR) (5 Aug 2015 to 25 Nov 2015)
David Owens
IRN DRO00006
- (1271)CF1 Director (AR) (since 28 Feb 2018)
David Peareth
IRN DXP00110
- (2323)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Apr 2022)
David Reynolds
IRN DXR00469
- (754)[FCA CF] Significant management (since 22 Sep 2023)
David Richard Piper
IRN DRP00021
- (2063)CF1 Director (AR) (12 Feb 2021 to 18 Jun 2021)
David Robert Britch
IRN DRB01130
- (1157)CF1 Director (AR) (15 Oct 2012 to 3 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

Invest Wealth Solutions Ltd (no longer appointed)
FRN 500175 · Appointed 10 Apr 2013 · Until 30 Jul 2024
FA Wealth Ltd (no longer appointed)
FRN 568201 · Appointed 10 Apr 2013 · Until 19 Aug 2022
Melissa Turnbull Financial Planning Ltd (no longer appointed)
FRN 454096 · Appointed 10 Apr 2013 · Until 31 Aug 2013
Narinder Chadha (no longer appointed)
FRN 474889 · Appointed 9 Apr 2013 · Until 15 Jul 2013
Mark Knowles (no longer appointed)
FRN 424758 · Appointed 9 Apr 2013 · Until 4 Nov 2018
Insight Financial Solutions Ltd (no longer appointed)
FRN 222627 · Appointed 9 Apr 2013 · Until 14 Sep 2022
K & L Burroughs Limited (no longer appointed)
FRN 425339 · Appointed 8 Apr 2013 · Until 19 Nov 2020
Sanjiv Patel (no longer appointed)
FRN 501326 · Appointed 8 Apr 2013 · Until 9 Jun 2022
LessTax2Pay (Financial Services) Ltd (no longer appointed)
FRN 470701 · Appointed 5 Apr 2013 · Until 20 Nov 2015
AB Mortgages Ltd (no longer appointed)
FRN 598770 · Appointed 5 Apr 2013 · Until 2 Apr 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.