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.

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.

Samantha Grant (no longer appointed)
FRN 582483 · Appointed 6 Jun 2012 · Until 16 Dec 2013
Crawford Drake Limited (no longer appointed)
FRN 582337 · Appointed 1 Jun 2012 · Until 30 Jun 2020
Antony Waugh (no longer appointed)
FRN 582170 · Appointed 30 May 2012 · Until 6 Aug 2019
LG Wealth Management Ltd (no longer appointed)
FRN 528217 · Appointed 25 May 2012 · Until 25 May 2012
Michael Edwards (no longer appointed)
FRN 513473 · Appointed 24 May 2012 · Until 22 Mar 2013
O B Finance Ltd (no longer appointed)
FRN 466112 · Appointed 23 May 2012 · Until 7 Jun 2019
DBD Financial Planning (no longer appointed)
FRN 402146 · Appointed 21 May 2012 · Until 2 May 2018
LB Financial Solutions Limited (no longer appointed)
FRN 581257 · Appointed 15 May 2012 · Until 27 Dec 2018
Alex Mitchell (no longer appointed)
FRN 580735 · Appointed 7 May 2012 · Until 30 Nov 2013
Ralph Noel & Sons Private Client LLP (no longer appointed)
FRN 580038 · Appointed 23 Apr 2012 · Until 3 Mar 2015

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.