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.

  • Anthony Francis Tattersall

    IRN AFT01027

    • CF1 Director (AR) (24 Nov 2006 to 27 Oct 2008)
  • Anthony Gareth Davies

    IRN AGD00013

    • CF1 Director (AR) (18 Apr 2016 to 8 Feb 2017)
  • Anthony Gerald Guy Hall

    IRN AGH01130

    • CF1 Director (AR) (26 Apr 2013 to 17 Sep 2013)
  • Anthony Guy Edmeades-Stearns

    IRN AGE01024

    • CF1 Director (AR) (6 Jan 2014 to 28 Jan 2021)
  • Anthony Ian Royle

    IRN AIR01008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2022)
  • Anthony James Muldoon

    IRN AJM01512

    • CF1 Director (AR) (7 Jul 2006 to 17 Dec 2009)
  • Anthony John Beal

    IRN AJB00086

    • CF1 Director (AR) (since 13 Dec 2012)
    • CF4 Partner (AR) (15 Aug 2007 to 26 Feb 2021)
  • Anthony John Ewing

    IRN AJE01096

    • 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)
    • CF1 Director (AR) (since 15 Jun 2015)
    • CF4 Partner (AR) (26 Jun 2007 to 2 Dec 2019)
  • Anthony John Gregori

    IRN AJG01325

    • Appointed representative dealing with clients for which they require qualification (23 Feb 2023 to 25 Jul 2023)
  • Anthony Mark Wellings

    IRN AMW00032

    • CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)

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.