Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
4 weeks ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ann Barrington

    IRN AXB01995

    • CF1 Director (AR) (23 Jan 2008 to 31 Aug 2008)
  • Ann Catherine Evans

    IRN AXE00101

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
  • Anna Beth Ryan

    IRN AXR00581

    • 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 30 Oct 2023)
  • Anna Brocklehurst

    IRN AXB00458

    • CF1 Director (AR) (since 8 Mar 2021)
  • Anna Catherine Bartholomew

    IRN ACB01184

    • CF1 Director (AR) (22 Aug 2014 to 10 Jun 2021)
    • CF4 Partner (AR) (17 Feb 2012 to 10 Jun 2021)
  • Anna Elizabeth Kellett

    IRN AXK00134

    • 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)
  • Anna Kilby

    IRN ALK01042

    • CF1 Director (AR) (since 2 Apr 2020)
  • Anna Victoria Coles

    IRN AVC01022

    • CF1 Director (AR) (18 May 2007 to 13 Nov 2008)
  • Annabel Lumsden

    IRN AJH01677

    • CF1 Director (AR) (since 5 Oct 2019)
  • Anne Elizabeth Lewis

    IRN AEL01055

    • CF1 Director (AR) (25 Feb 2013 to 27 May 2015)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Residence Mortgages and Financial Services Limited (no longer appointed)

    FRN 477617 · Appointed 5 Dec 2012 · Until 11 Dec 2012

  • Yamin Fang (no longer appointed)

    FRN 470106 · Appointed 23 Nov 2012 · Until 1 Jan 2013

  • Brian David Picton (no longer appointed)

    FRN 566860 · Appointed 21 Nov 2012 · Until 4 Apr 2013

  • P. H. Coates Ltd (no longer appointed)

    FRN 591149 · Appointed 13 Nov 2012 · Until 4 Nov 2019

  • Gary Oxborough (no longer appointed)

    FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019

  • Michael Barry (no longer appointed)

    FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020

  • SimFin Mortgages Ltd (no longer appointed)

    FRN 590722 · Appointed 9 Nov 2012 · Until 24 Oct 2021

  • Max Lezar (no longer appointed)

    FRN 590760 · Appointed 6 Nov 2012 · Until 11 Jan 2013

  • Annaley Lay (no longer appointed)

    FRN 590797 · Appointed 6 Nov 2012 · Until 27 Apr 2020

  • Seth Thomas (no longer appointed)

    FRN 590789 · Appointed 6 Nov 2012 · Until 16 May 2014

Recent activity

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

No changes recorded yet.