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.

Craig Skelton
IRN CXS02434
- (761)CF1 Director (AR) (13 May 2017 to 18 May 2017)
Cumaraswamy Ananthamohan
IRN CXA00032
- (600)CF1 Director (AR) (9 Oct 2009 to 31 Jan 2012)
DAVID BROWN
IRN DXB00298
- (574)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (575)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Dale Collins
IRN DXC00035
- (1396)CF1 Director (AR) (15 Jun 2009 to 6 Sep 2010)
Dale Gordon Sutton
IRN DGS01146
- (951)CF1 Director (AR) (since 20 Aug 2015)
Dale Greenland
IRN DXG01297
- (129)CF1 Director (AR) (15 Mar 2007 to 30 Sep 2011)
Dale Greenwood
IRN DXG00032
- (2081)CF1 Director (AR) (31 May 2013 to 6 Oct 2021)
Dale James Ramm
IRN DXR00105
- (1655)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Oct 2022)
Dale Oliver
IRN DXO01331
- (814)CF1 Director (AR) (14 Apr 2015 to 17 Mar 2016)
Damian Burke Davies
IRN DBD00018
- (2611)CF1 Director (AR) (20 Sep 2011 to 18 Apr 2019)

Smaller firms operating under this firm's FCA authorisation.

Chris Christides Independent Financial Adviser (no longer appointed)
FRN 429758 · Appointed 31 Mar 2013 · Until 2 Oct 2015
Steve Walwyn Financial Planning Ltd (no longer appointed)
FRN 590989 · Appointed 31 Mar 2013 · Until 31 Dec 2020
Stephen Padden (no longer appointed)
FRN 569271 · Appointed 31 Mar 2013 · Until 1 Apr 2019
LBFS LLP (no longer appointed)
FRN 200116 · Appointed 31 Mar 2013 · Until 10 Sep 2015
Citi Partners Ltd (no longer appointed)
FRN 572301 · Appointed 31 Mar 2013 · Until 22 Jul 2016
Beals Wealth Management Ltd (no longer appointed)
FRN 565960 · Appointed 31 Mar 2013 · Until 24 Aug 2016
Citrus Healthcare Consulting Ltd (no longer appointed)
FRN 528666 · Appointed 31 Mar 2013 · Until 30 Apr 2026
Legacy Planning Solutions Ltd (no longer appointed)
FRN 586082 · Appointed 31 Mar 2013 · Until 20 Nov 2018
Step by Step Financial Planning LTD (no longer appointed)
FRN 591509 · Appointed 31 Mar 2013 · Until 3 Jan 2020
Squirrel Wealth Ltd (no longer appointed)
FRN 516489 · Appointed 31 Mar 2013 · Until 6 Jan 2017

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.