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.

Daniel Charles Francis
IRN DXF00124
- (2519)Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 9 Jun 2021)
Daniel David Galvin
IRN DDG00003
- (688)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (689)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Daniel Emerson
IRN DXE00043
- (2283)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
Daniel Freeman
IRN DXF01500
- (890)CF1 Director (AR) (since 8 Apr 2019)
- (2399)CF4 Partner (AR) (14 Aug 2014 to 17 Jan 2019)
Daniel Garman
IRN DMG00039
- (2034)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)
Daniel George James Chamberlain
IRN DGC01096
- (693)CF1 Director (AR) (14 Sep 2015 to 31 Jan 2025)
Daniel Hugh Mather
IRN DHM01073
- (967)CF1 Director (AR) (12 Jan 2015 to 9 Mar 2021)
Daniel John Jones Bailey
IRN DXB00193
- (2767)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
Daniel Joseph Ross
IRN DXR00275
- (1497)Appointed representative dealing with clients for which they require qualification (23 Jun 2021 to 22 Apr 2025)
Daniel Joseph Talbot
IRN DJT00025
- (208)CF1 Director (AR) (31 Mar 2013 to 27 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

Sustainable Financial Services Ltd (no longer appointed)
FRN 572535 · Appointed 31 Mar 2013 · Until 24 Aug 2016
Susan Holohan (no longer appointed)
FRN 477299 · Appointed 31 Mar 2013 · Until 25 Mar 2021
Baycroft Financial Advice Limited (no longer appointed)
FRN 590057 · Appointed 31 Mar 2013 · Until 17 Mar 2014
Geocapita Financial Services Ltd (no longer appointed)
FRN 552220 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Charles Derby Associates Wealth Management Ltd (no longer appointed)
FRN 513083 · Appointed 31 Mar 2013 · Until 25 Jun 2013
Stuart Phillips (no longer appointed)
FRN 519272 · Appointed 31 Mar 2013 · Until 19 Nov 2020
Charles Derby Wealth Management (Home Counties) LLP (no longer appointed)
FRN 569523 · Appointed 31 Mar 2013 · Until 25 Jun 2013
Gatsby Ltd (no longer appointed)
FRN 503845 · Appointed 31 Mar 2013 · Until 19 Nov 2020
Charles McCormick (no longer appointed)
FRN 580891 · Appointed 31 Mar 2013 · Until 17 Feb 2021
Gary Walker (no longer appointed)
FRN 586089 · Appointed 31 Mar 2013 · Until 5 Oct 2019

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.