Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Indianna Gray
IRN IXG00027
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 5 Dec 2022)
Ingrid Gail Johnson
IRN IGJ01008
- CF1 Director (10 Feb 2017 to 19 Apr 2018)
Intisar Haider
IRN IXH01420
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 May 2021)
- CF1 Director (AR) (30 Nov 2015 to 18 May 2021)
Iqba Lall
IRN IXL00015
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
Irving Woolf
IRN IXW00001
- CF4 Partner (AR) (22 Oct 2007 to 20 Feb 2013)
Ishtiaq Farooqui
IRN IXF01154
- CF1 Director (AR) (4 Jun 2014 to 13 Sep 2016)
Ishvinder Singh
IRN IXS01322
- CF1 Director (AR) (22 Sep 2017 to 1 May 2018)
Isla Marie Killen
IRN IXK01107
- CF1 Director (AR) (26 May 2006 to 4 Jan 2012)
Iuliana Petruta Petcu
IRN IXP00029
- Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
Ivan Graham Logan
IRN IGL00011
- CF1 Director (AR) (12 Feb 2014 to 23 Mar 2021)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.