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.

Betty-Ann Ambury
IRN BXA01215
- CF1 Director (AR) (3 Oct 2007 to 17 Mar 2009)
Beulah Antonin
IRN BXA00066
- 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 5 Apr 2023)
Beverley Ann Quinlan
IRN BAQ00001
- CF1 Director (AR) (13 Oct 2008 to 29 May 2009)
Beverley Louise Flynn
IRN BXF00111
- [FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
- [FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
Beverley Rae Marie Loggia
IRN BRL00007
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
Beverly Malcolm
IRN BXM00112
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
Bharathi Bayrajee
IRN BXB01471
- CF1 Director (AR) (12 May 2011 to 7 Jan 2013)
Bharatkumar Vipinchandra Desai
IRN BVD00002
- CF1 Director (AR) (31 May 2007 to 22 Jun 2011)
Bhavesh Wadher
IRN BXW00136
- Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 22 Apr 2021)
Bhawana Shrestha
IRN BXS02128
- CF1 Director (AR) (21 Apr 2016 to 11 Jan 2017)

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.