Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Jake Stott
IRN JXS00738
- Appointed representative dealing with clients for which they require qualification (29 Jun 2022 to 30 Jun 2023)
James Adam
IRN JXA00070
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
James Adam Kear
IRN JXK79216
- Appointed representative dealing with clients for which they require qualification (10 Sep 2021 to 29 Sep 2023)
James Alan Allott
IRN JAA01175
- CF1 Director (AR) (6 Feb 2012 to 22 Sep 2014)
James Alexander Kuhr
IRN JAK00020
- CF1 Director (AR) (since 9 Mar 2016)
James Alexander Pirie
IRN JXP00286
- Appointed representative dealing with clients for which they require qualification (13 Dec 2022 to 9 Nov 2023)
James Alexander Robert Perrin
IRN JXP00191
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Oct 2021)
James Allwork
IRN JXA02240
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 26 Feb 2018)
James Andrew Furzer
IRN JAF01209
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 21 May 2016)
James Andrew Slimming
IRN JAS01501
- CF1 Director (AR) (23 Jan 2014 to 16 Sep 2014)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.