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.

Liam Andrew Baker
IRN LAB00018
- (2543)CF1 Director (AR) (10 Jan 2007 to 15 Jun 2010)
Liam Brown
IRN LXB01979
- (926)[FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
- (925)[FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
Liam Drummond
IRN LXD00063
- (1774)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Mar 2021)
Liam Hegarty
IRN LXH58524
- (524)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (525)Appointed representative dealing with clients for which they require qualification (since 8 Jun 2022)
Liam Hughes
IRN LXH09020
- (2215)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Oct 2021)
- (2216)CF1 Director (AR) (13 Dec 2018 to 8 Oct 2021)
Liam Lynch
IRN LXL00051
- (1697)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Liam Steven Pellowe
IRN LXP00072
- (1666)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Oct 2024)
Liam quinlan
IRN LXQ01015
- (567)CF1 Director (AR) (30 Nov 2011 to 2 Jul 2013)
Lianne Barrington-Waters
IRN LXB01681
- (481)CF1 Director (AR) (22 Jul 2013 to 3 May 2017)
Lidheeshraj Thomas
IRN LXT00043
- (2803)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jul 2023)

Smaller firms operating under this firm's FCA authorisation.

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.