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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

Scott Fraser Private Finance Ltd (no longer appointed)
FRN 534832 · Appointed 31 Mar 2013 · Until 27 Nov 2020
Sara Lucas (no longer appointed)
FRN 524044 · Appointed 31 Mar 2013 · Until 25 Nov 2020
Fortress Financial Services (no longer appointed)
FRN 475997 · Appointed 31 Mar 2013 · Until 30 Jun 2021
Cooke & Co Estate Agents (no longer appointed)
FRN 497528 · Appointed 31 Mar 2013 · Until 19 Nov 2020
Samuel Nelson (no longer appointed)
FRN 585081 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Coreco Commercial Limited (no longer appointed)
FRN 569816 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Mark Conibeer (no longer appointed)
FRN 215166 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Correct Finance Ltd (no longer appointed)
FRN 592804 · Appointed 31 Mar 2013 · Until 19 Nov 2020
Beeches Property & Finance (no longer appointed)
FRN 442111 · Appointed 31 Mar 2013 · Until 12 Apr 2017
Roger Dymond (no longer appointed)
FRN 516228 · Appointed 31 Mar 2013 · Until 26 Nov 2020

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.