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.

Carole Yvonne Vellosa
IRN CYV01000
- (903)CF4 Partner (AR) (29 Jan 2008 to 29 Mar 2012)
Caroline Audrey Hester McCrea
IRN CAM01209
- (224)CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
Caroline Charlotte Woolhouse
IRN CCW01048
- (241)CF1 Director (AR) (16 Feb 2007 to 3 Apr 2009)
Caroline Eburne
IRN CXE01289
- (2485)CF4 Partner (AR) (3 Sep 2014 to 18 Jan 2019)
Caroline Mary Egan
IRN CME01051
- (656)CF1 Director (AR) (18 Jun 2008 to 9 Jan 2026)
Caroline Paige
IRN CXP00120
- (1669)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
Caroline Rajaratnam
IRN CXR00109
- (1657)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
Caroline Simmonds
IRN CMS01173
- (1044)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 31 Jan 2024)
Carolyn Louise Sanders
IRN CXD01644
- (921)CF4 Partner (AR) (since 8 Aug 2018)
Carolyn Rhodes
IRN CXR00110
- (229)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (230)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

BH Wealth LLP (no longer appointed)
FRN 591734 · Appointed 31 Mar 2013 · Until 20 Apr 2015
Dean Smith (no longer appointed)
FRN 581662 · Appointed 31 Mar 2013 · Until 19 Nov 2020
Philip Shute (no longer appointed)
FRN 581258 · Appointed 31 Mar 2013 · Until 7 Apr 2015
Decorum Financial Planning Ltd (no longer appointed)
FRN 589779 · Appointed 31 Mar 2013 · Until 11 Jul 2013
Peter Robin Hawkins (no longer appointed)
FRN 186308 · Appointed 31 Mar 2013 · Until 8 Apr 2016
Peter Conachy (no longer appointed)
FRN 534882 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Pennswood Wealth Ltd (no longer appointed)
FRN 590525 · Appointed 31 Mar 2013 · Until 22 Dec 2014
Mr Vassil Dontchev (no longer appointed)
FRN 497930 · Appointed 31 Mar 2013 · Until 25 Sep 2014
Pearson Ferrier Estate Agents (no longer appointed)
FRN 523842 · Appointed 31 Mar 2013 · Until 26 Nov 2020
Peace of Mind Pensions & Investments Ltd (no longer appointed)
FRN 460477 · Appointed 31 Mar 2013 · Until 26 Oct 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.