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.

Colin Gerard Brown
IRN CGB01079
- (2951)CF1 Director (AR) (13 Sep 2011 to 26 Feb 2013)
Colin Gillan
IRN CXG00111
- (1754)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Mar 2021)
Colin Harris
IRN CXH01647
- (60)CF4 Partner (AR) (25 Sep 2008 to 8 Dec 2009)
Colin James Peters
IRN CJP00010
- (289)CF1 Director (AR) (7 Oct 2008 to 14 Jun 2011)
Colin Jozef Zaczyk
IRN CJZ01003
- (346)CF1 Director (AR) (28 Aug 2007 to 14 May 2009)
Colin O'Dell
IRN CNO00001
- (1994)CF1 Director (AR) (9 Nov 2015 to 27 Aug 2024)
Colin Osborne Smith
IRN COS00001
- (2067)CF1 Director (AR) (17 Jun 2014 to 2 Apr 2024)
- (2066)CF4 Partner (AR) (23 Aug 2007 to 17 Jun 2014)
Colin Warrillow
IRN CXW01363
- (417)CF1 Director (AR) (1 Oct 2009 to 25 Jan 2012)
Colum McCloskey
IRN CXM01825
- (130)CF4 Partner (AR) (11 Oct 2007 to 21 Aug 2008)
Conor Alan MacSweeney
IRN CAM01184
- (2383)CF4 Partner (AR) (20 Dec 2013 to 9 Apr 2021)

Smaller firms operating under this firm's FCA authorisation.

Four Oaks Financial Planning Ltd (no longer appointed)
FRN 491206 · Appointed 31 Mar 2013 · Until 25 Nov 2020
Four M Accounting Services Ltd (no longer appointed)
FRN 534446 · Appointed 31 Mar 2013 · Until 25 Nov 2020
Maekele Assefaw (no longer appointed)
FRN 540844 · Appointed 31 Mar 2013 · Until 18 Jun 2013
Commercial First Business Limited (no longer appointed)
FRN 523542 · Appointed 31 Mar 2013 · Until 25 Nov 2020
Mahendra Patel (no longer appointed)
FRN 533337 · Appointed 31 Mar 2013 · Until 11 May 2020
Make Money Go Further Ltd (no longer appointed)
FRN 527105 · Appointed 31 Mar 2013 · Until 25 Nov 2020
Sense Financial Solutions Ltd (no longer appointed)
FRN 422801 · Appointed 31 Mar 2013 · Until 31 Aug 2014
Select Financial Management (no longer appointed)
FRN 490991 · Appointed 31 Mar 2013 · Until 10 Feb 2017
Scottsdale Consulting Ltd (no longer appointed)
FRN 515674 · Appointed 31 Mar 2013 · Until 19 May 2016
Andrew Browett (no longer appointed)
FRN 519279 · Appointed 31 Mar 2013 · Until 7 Mar 2022

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.