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
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
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

Senior staff personally approved by the FCA to hold their roles here.

Benjamin Louis Duckels
IRN BXD18355
- (763)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Dec 2021)
Benjamin Louis Jacobs
IRN BLJ00011
- (759)CF1 Director (AR) (9 Jan 2015 to 29 Apr 2025)
Benjamin Parr Dixon
IRN BPD01033
- (670)CF1 Director (AR) (24 Aug 2015 to 10 Sep 2021)
Benjamin Stuart Stream
IRN BSS01034
- (243)CF1 Director (AR) (30 Oct 2006 to 30 Apr 2011)
Benjamin Taylor
IRN BXT01276
- (521)CF1 Director (AR) (1 Feb 2013 to 28 May 2015)
Benjamin Thompson
IRN BXT00049
- (1609)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Oct 2021)
Berenice Sumner
IRN BXT00007
- (1377)CF1 Director (AR) (26 Nov 2015 to 1 Jul 2021)
Bethan Marie Wadsworth
IRN BXW00180
- (805)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (806)Appointed representative dealing with clients for which they require qualification (since 5 Oct 2020)
Bethany Clare Dady
IRN BCD01030
- (853)CF1 Director (AR) (16 Nov 2016 to 10 May 2021)
Bethany Jowett
IRN BXJ00088
- (1473)Appointed representative dealing with clients for which they require qualification (24 Nov 2021 to 31 Oct 2025)

Smaller firms operating under this firm's FCA authorisation.

Brilliant Advice Limited (no longer appointed)
FRN 436632 · Appointed 5 Oct 2012 · Until 28 Oct 2021
Sovereign Financial Advisers Ltd (no longer appointed)
FRN 585698 · Appointed 1 Oct 2012 · Until 15 Dec 2020
Helen Elworthy (no longer appointed)
FRN 588983 · Appointed 28 Sep 2012 · Until 31 May 2013
Peter Granger (no longer appointed)
FRN 588694 · Appointed 24 Sep 2012 · Until 8 Feb 2019
Eden Financial Consultants Ltd (no longer appointed)
FRN 448094 · Appointed 14 Sep 2012 · Until 3 Nov 2022
John Simon Park (no longer appointed)
FRN 588256 · Appointed 14 Sep 2012 · Until 17 Dec 2015
Daniel Joseph (no longer appointed)
FRN 588255 · Appointed 14 Sep 2012 · Until 10 Jun 2013
Total Peace of Mind Ltd (no longer appointed)
FRN 587669 · Appointed 7 Sep 2012 · Until 12 Jul 2017
Bruno Di Nunzio (no longer appointed)
FRN 432940 · Appointed 6 Sep 2012 · Until 12 Oct 2012
Rebecca Hodgson (no longer appointed)
FRN 480117 · Appointed 6 Sep 2012 · Until 26 Sep 2012

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.