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
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.

Kelly Louise Dove
IRN KLN00012
- CF1 Director (AR) (since 6 Aug 2012)
Kelly Louise East
IRN KXE07889
- CF1 Director (AR) (19 Aug 2019 to 16 Oct 2024)
Kellye Louise Pilgrim
IRN KXP00074
- Appointed representative dealing with clients for which they require qualification (19 Mar 2020 to 31 Mar 2021)
Kelvin Hill
IRN KBH01006
- CF1 Director (AR) (21 Jan 2015 to 18 Nov 2020)
Kenneth Abram
IRN KXA00013
- CF1 Director (AR) (31 Mar 2013 to 13 Oct 2020)
Kenneth Kaye
IRN KXK01921
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2021)
Kenneth Kelly
IRN KXK00021
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 2021)
Kenneth Knapton
IRN KXK00005
- CF1 Director (AR) (19 Aug 2015 to 30 May 2022)
Kenneth Michael Bywater
IRN KMB00009
- CF1 Director (AR) (18 Sep 2006 to 1 Jan 2012)
Kenneth Roderick Lambden
IRN KRL01022
- Director of firm who is not a certification employee or a SMF manager (1 Mar 2020 to 1 Sep 2023)

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.