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.

Christopher Deakin
IRN CXD01372
- (253)CF1 Director (AR) (2 Aug 2006 to 27 Feb 2007)
Christopher Edward Dean
IRN CXD00266
- (1490)[FCA CF] Functions requiring qualifications (14 Jul 2021 to 1 Aug 2022)
Christopher Edward Pollard
IRN CXP00121
- (1662)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2020)
Christopher Flack Hastings
IRN CFH01037
- (2169)CF1 Director (AR) (1 Jun 2007 to 14 Dec 2011)
Christopher Frederick Hill
IRN CFH01049
- (960)SMF7 Group Entity Senior Manager (since 1 Oct 2025)
- (2206)Director of firm who is not a certification employee or a SMF manager (7 Mar 2024 to 30 Sep 2025)
Christopher Gomez
IRN CXG00113
- (166)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (167)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
Christopher Gore
IRN CXG00055
- (1317)CF1 Director (AR) (5 Jun 2009 to 12 Jan 2010)
- (1315)CF22 Investment Adviser (Trainee) (26 Apr 2006 to 26 Apr 2006)
- (1316)CF4 Partner (AR) (26 Apr 2006 to 9 Jun 2009)
Christopher Goring
IRN CXG00112
- (2237)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
Christopher Harry Dahl
IRN CHD00007
- (1215)CF1 Director (AR) (9 May 2013 to 2 Dec 2015)
Christopher Hawden
IRN CXH00131
- (2091)CF1 Director (AR) (26 Oct 2017 to 12 Feb 2018)

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.