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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Agyemang Duah Baffour
IRN IAB00006
- CF1 Director (AR) (31 Jan 2017 to 17 Oct 2018)
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Ahmed Bawa
IRN AXB03752
- CF1 Director (AR) (27 Aug 2019 to 19 Mar 2026)
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Ahmed Shezad Khan
IRN ASK01042
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 22 Jan 2010)
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Aicha Baya Saadi
IRN ABS01094
- CF1 Director (AR) (14 Aug 2018 to 5 Sep 2018)
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Aidan Darrall
IRN AXD00188
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2021)
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Aidan George
IRN ASG01076
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
- [FCA CF] Client dealing (since 1 Sep 2020)
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Aidan Kearns
IRN AGK00002
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
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Aidan Richard O'Neill
IRN ARO01014
- CF4 Partner (AR) (21 Feb 2014 to 5 May 2021)
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Aila Mary Taylor
IRN AMT01127
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 12 Nov 2020)
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Ajay Waroo
IRN AXW01999
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 12 Mar 2019)
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.