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.

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.