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.

Chris Pegler
IRN CXP01450
- (2710)CF1 Director (AR) (4 Feb 2014 to 29 Feb 2024)
Christian John Pepper
IRN CJP01137
- (1089)CF1 Director (AR) (since 17 Dec 2008)
Christian Michael Miles
IRN CXM00333
- (1570)Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 30 Jun 2023)
Christina Louise Melville
IRN CLR01044
- (2929)CF1 Director (AR) (23 May 2014 to 21 Jun 2018)
Christine Karen Cox
IRN CXC90532
- (843)CF4 Partner (AR) (6 Aug 2020 to 1 Nov 2022)
Christine Poynter
IRN CXJ00057
- (115)21. Advising or arranging (bringing about) equity release transactions
- (116)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (117)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1134)CF1 Director (AR) (16 Dec 2016 to 29 Aug 2017)
Christopher Agathangelou
IRN CPA00001
- (2059)CF1 Director (AR) (29 Oct 2012 to 14 Mar 2013)
Christopher Anthony Raymond
IRN CAR01180
- (1975)CF1 Director (AR) (26 Jul 2019 to 19 Apr 2023)
Christopher Anton Eyssell
IRN CAE01043
- (2517)[FCA CF] Significant management (22 Aug 2023 to 15 Apr 2025)
Christopher Bell
IRN CXB00075
- (2337)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)

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.