Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
1 month 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.

  • Benjamin Louis Duckels

    IRN BXD18355

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Dec 2021)
  • Benjamin Louis Jacobs

    IRN BLJ00011

    • CF1 Director (AR) (9 Jan 2015 to 29 Apr 2025)
  • Benjamin Parr Dixon

    IRN BPD01033

    • CF1 Director (AR) (24 Aug 2015 to 10 Sep 2021)
  • Benjamin Stuart Stream

    IRN BSS01034

    • CF1 Director (AR) (30 Oct 2006 to 30 Apr 2011)
  • Benjamin Taylor

    IRN BXT01276

    • CF1 Director (AR) (1 Feb 2013 to 28 May 2015)
  • Benjamin Thompson

    IRN BXT00049

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Oct 2021)
  • Berenice Sumner

    IRN BXT00007

    • CF1 Director (AR) (26 Nov 2015 to 1 Jul 2021)
  • Bethan Marie Wadsworth

    IRN BXW00180

    • 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 5 Oct 2020)
  • Bethany Clare Dady

    IRN BCD01030

    • CF1 Director (AR) (16 Nov 2016 to 10 May 2021)
  • Bethany Jowett

    IRN BXJ00088

    • Appointed representative dealing with clients for which they require qualification (24 Nov 2021 to 31 Oct 2025)

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.