Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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- Scott Financial Consultants Ltd
IRN XXS01035
- CF4 Partner (AR) (29 Oct 2015 to 21 Apr 2023)
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. Dart Mortgages Ltd
IRN XXD01118
- CF4 Partner (AR) (5 Jul 2018 to 1 Oct 2021)
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Aaron Boyle
IRN AXB00327
- Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 8 Jan 2021)
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Aaron Edward Charles Swan
IRN AXS04990
- CF1 Director (AR) (2 Dec 2023 to 24 Apr 2024)
- Appointed representative dealing with clients for which they require qualification (21 Sep 2023 to 24 Jul 2024)
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Aaron Michael Forster
IRN AXF00100
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
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Aaron Shaw
IRN AXS00327
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
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Aaron Taghdiri
IRN AXT00140
- Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 3 Dec 2021)
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Aaron Tyson
IRN AXT00114
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
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Abbas Khan
IRN AXK02564
- CF1 Director (AR) (7 May 2015 to 7 Dec 2015)
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Abbie Chapman
IRN AXC00624
- Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 16 Dec 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.