Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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

• Betty-Ann Ambury

  IRN BXA01215

  • CF1 Director (AR) (3 Oct 2007 to 17 Mar 2009)
• Beulah Antonin

  IRN BXA00066

  • 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 Apr 2023)
• Beverley Ann Quinlan

  IRN BAQ00001

  • CF1 Director (AR) (13 Oct 2008 to 29 May 2009)
• Beverley Louise Flynn

  IRN BXF00111

  • [FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
  • [FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
• Beverley Rae Marie Loggia

  IRN BRL00007

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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) (7 Jul 2006 to 19 Apr 2011)
• Beverly Malcolm

  IRN BXM00112

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
• Bharathi Bayrajee

  IRN BXB01471

  • CF1 Director (AR) (12 May 2011 to 7 Jan 2013)
• Bharatkumar Vipinchandra Desai

  IRN BVD00002

  • CF1 Director (AR) (31 May 2007 to 22 Jun 2011)
• Bhavesh Wadher

  IRN BXW00136

  • Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 22 Apr 2021)
• Bhawana Shrestha

  IRN BXS02128

  • CF1 Director (AR) (21 Apr 2016 to 11 Jan 2017)

• 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

No changes recorded yet.