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.

Carole Yvonne Vellosa
IRN CYV01000
- (903)CF4 Partner (AR) (29 Jan 2008 to 29 Mar 2012)
Caroline Audrey Hester McCrea
IRN CAM01209
- (224)CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
Caroline Charlotte Woolhouse
IRN CCW01048
- (241)CF1 Director (AR) (16 Feb 2007 to 3 Apr 2009)
Caroline Eburne
IRN CXE01289
- (2485)CF4 Partner (AR) (3 Sep 2014 to 18 Jan 2019)
Caroline Mary Egan
IRN CME01051
- (656)CF1 Director (AR) (18 Jun 2008 to 9 Jan 2026)
Caroline Paige
IRN CXP00120
- (1669)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
Caroline Rajaratnam
IRN CXR00109
- (1657)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
Caroline Simmonds
IRN CMS01173
- (1044)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 31 Jan 2024)
Carolyn Louise Sanders
IRN CXD01644
- (921)CF4 Partner (AR) (since 8 Aug 2018)
Carolyn Rhodes
IRN CXR00110
- (229)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (230)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

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
Michael Barry (no longer appointed)
FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020
Gary Oxborough (no longer appointed)
FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019
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
Frederick Charles Finance Ltd (no longer appointed)
FRN 590747 · Appointed 5 Nov 2012 · Until 3 May 2013

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.