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.

Ben Rooney
IRN BXR00098
- (1520)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2025)
Benedict Flanders
IRN BPF00004
- (2187)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2022)
Benedict McIntyre
IRN BXM01440
- (313)CF4 Partner (AR) (24 Feb 2009 to 13 Dec 2010)
Benedict Williams
IRN BXW00051
- (480)[FCA CF] Manager of certification employee (since 1 Sep 2020)
Beniamin Dominik Rupotacki
IRN BDR01030
- (2338)CF1 Director (AR) (5 Jun 2013 to 19 May 2017)
Benjamin Connor Fenton
IRN BXF00144
- (1352)CF1 Director (AR) (since 24 Jul 2023)
Benjamin George Richard Farrar
IRN BXF01061
- (2873)CF4 Partner (AR) (2 Apr 2009 to 24 Jun 2013)
Benjamin Holdsworth
IRN BXH01495
- (2468)CF1 Director (AR) (16 Jul 2015 to 1 Feb 2017)
Benjamin John Waterer
IRN BJW01089
- (238)CF1 Director (AR) (30 Oct 2006 to 30 Apr 2011)
Benjamin Kistell
IRN BXK00035
- (1713)Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 11 Jun 2021)

Smaller firms operating under this firm's FCA authorisation.

David Stagg (no longer appointed)
FRN 528373 · Appointed 29 Dec 2011 · Until 4 Jan 2014
Amanda Jane Cassidy (no longer appointed)
FRN 447933 · Appointed 28 Dec 2011 · Until 7 May 2020
Adnan Butt (no longer appointed)
FRN 558832 · Appointed 21 Dec 2011 · Until 2 Mar 2017
John Fox (no longer appointed)
FRN 571592 · Appointed 20 Dec 2011 · Until 16 Mar 2015
Fast Track Capital Ltd (no longer appointed)
FRN 571384 · Appointed 19 Dec 2011 · Until 30 Sep 2014
John Kynaston (no longer appointed)
FRN 191630 · Appointed 13 Dec 2011 · Until 16 Jun 2023
Paul Harris (no longer appointed)
FRN 408738 · Appointed 9 Dec 2011 · Until 31 May 2016
Lisa Laughton (no longer appointed)
FRN 498589 · Appointed 17 Nov 2011 · Until 9 Apr 2012
Stuart Goodwin (no longer appointed)
FRN 568318 · Appointed 15 Nov 2011 · Until 31 Dec 2020
Jennifer Usher (no longer appointed)
FRN 568107 · Appointed 14 Nov 2011 · Until 28 Nov 2011

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.