Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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John Langford
IRN JXL00078
- CF1 Director (AR) (16 Jul 2015 to 27 Feb 2026)
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John Llewelyn Davies
IRN JLD01070
- CF1 Director (AR) (27 Apr 2006 to 10 Oct 2007)
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John London
IRN JXL00159
- Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 22 Apr 2021)
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John McGregor
IRN JDM01114
- CF1 Director (AR) (since 29 Apr 2019)
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John Michael Bettenson
IRN JMB01399
- CF1 Director (AR) (6 Dec 2007 to 14 Mar 2010)
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John Mills
IRN JXM00210
- CF1 Director (AR) (15 Apr 2013 to 11 Aug 2022)
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John Nelson
IRN JXN00030
- CF1 Director (AR) (20 Jul 2015 to 17 Nov 2020)
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John Nimki
IRN JXN00054
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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John Paul Ronald Baker
IRN JPB01243
- CF1 Director (AR) (26 Jan 2009 to 25 Apr 2012)
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John Peter Collett
IRN JPC00019
- CF1 Director (AR) (26 Apr 2013 to 30 Jul 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Barry Tomlinson
FRN 486906 · Appointed 21 Jul 2015
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Insurance Services Wales Ltd
FRN 207632 · Appointed 21 Jul 2015
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Oakridge Financial Planning Ltd
FRN 217898 · Appointed 21 Jul 2015
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Thomas Donald
FRN 709911 · Appointed 21 Jul 2015
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IMI FP Ltd
FRN 710155 · Appointed 21 Jul 2015
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PKS Associates Financial Services Ltd
FRN 186432 · Appointed 21 Jul 2015
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Paul Benton
FRN 184714 · Appointed 20 Jul 2015
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Frances Bryan
FRN 596758 · Appointed 20 Jul 2015
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CCS Financial Services Limited
FRN 149377 · Appointed 20 Jul 2015
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Neil Renton
FRN 207758 · Appointed 17 Jul 2015
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.