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.

Liliana Bivol
IRN LXB00097
- (1809)Appointed representative dealing with clients for which they require qualification (2 Jun 2020 to 1 Dec 2020)
Linda George
IRN LXG00061
- (370)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (369)21. Advising or arranging (bringing about) equity release transactions
- (371)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Linda Jayne James
IRN LXJ00018
- (38)CF4 Partner (AR) (since 10 Nov 2020)
Linda Jenkin
IRN LXJ01063
- (51)CF4 Partner (AR) (since 18 May 2006)
Linda Karen Blackburn
IRN LXB00262
- (1508)Appointed representative dealing with clients for which they require qualification (9 Mar 2021 to 14 Jul 2021)
Linda Lorraine Niederlag
IRN LLN01003
- (4)CF1 Director (AR) (3 Nov 2009 to 13 Jan 2012)
Linda Planas
IRN LXP00073
- (1663)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
Linda Verity Roalfe
IRN LVR00001
- (900)CF1 Director (AR) (24 Aug 2015 to 1 Dec 2021)
Lindsay Bannerman
IRN LXB01425
- (213)CF1 Director (AR) (1 Sep 2010 to 6 Jun 2012)
Lindsay Graham Naylor
IRN LGN01004
- (267)CF1 Director (AR) (14 Jun 2006 to 26 Nov 2015)

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.