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.

Jill Sutherland
IRN JXS02113
- 21. Advising or arranging (bringing about) equity release transactions
- 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 7 Mar 2023)
Joan Mary Peck
IRN JMP01217
- CF1 Director (AR) (17 Jul 2015 to 21 Dec 2018)
Joanna Healy
IRN JXH02146
- CF1 Director (AR) (20 May 2008 to 29 May 2009)
Joanna Kate Harris
IRN JXH22552
- SMF18 Other Overall Responsibility (since 8 Jan 2026)
Joanna Kennedy
IRN JXK00086
- [FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2022)
- [FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2022)
Joanna Stickings
IRN JXS03000
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)
Joanne Agnes Evans
IRN JAH01350
- Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 15 Dec 2023)
Joanne Claire Ebrey
IRN JXE00008
- Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 27 Jan 2023)
Joanne Julie Moore
IRN JJM00061
- CF1 Director (AR) (28 Jul 2015 to 13 Mar 2018)
Joanne Karen Canniford
IRN JXC00282
- Appointed representative dealing with clients for which they require qualification (5 Aug 2020 to 31 Jul 2024)

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.