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.

Andrew Thomas Frear
IRN ATF00004
- (1305)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
Andrew William Brown Magill
IRN AWM00010
- (1205)CF1 Director (AR) (11 Sep 2017 to 12 Jul 2021)
Andrew Wilson
IRN AXW02342
- (46)CF1 Director (AR) (since 15 Jun 2017)
Anelia Rousseva
IRN AXA02607
- (928)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (929)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (930)CF1 Director (AR) (since 6 Aug 2012)
Angela Carol Melanophy
IRN ACM00004
- (2526)CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
Angela James
IRN AKJ01026
- (954)CF1 Director (AR) (since 25 Sep 2019)
Angela Lambe
IRN AML00024
- (809)[FCA CF] Manager of certification employee (since 1 Sep 2020)
Angela Lax
IRN AXL01562
- (178)CF4 Partner (AR) (2 Aug 2007 to 4 Jan 2014)
Angela Louise Andrew
IRN ALA01046
- (973)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Sep 2023)
- (974)CF1 Director (AR) (28 Jul 2014 to 19 Sep 2023)
Angela Yeowell
IRN AXY00025
- (1592)Appointed representative dealing with clients for which they require qualification (18 Feb 2020 to 23 Feb 2021)

Smaller firms operating under this firm's FCA authorisation.

Gerard Snow (no longer appointed)
FRN 543476 · Appointed 21 Mar 2011 · Until 23 Nov 2020
Jason Ruddy (no longer appointed)
FRN 543201 · Appointed 16 Mar 2011 · Until 9 Mar 2016
James Mark Shields (no longer appointed)
FRN 542083 · Appointed 24 Feb 2011 · Until 25 Feb 2021
Andrew Staines (no longer appointed)
FRN 541992 · Appointed 23 Feb 2011 · Until 1 Jan 2013
Stephen Fletcher (no longer appointed)
FRN 408790 · Appointed 21 Feb 2011 · Until 11 Jul 2011
Robert Bickerdike-Casson (no longer appointed)
FRN 541433 · Appointed 14 Feb 2011 · Until 4 Dec 2012
Thomas Metcalf (no longer appointed)
FRN 539725 · Appointed 20 Jan 2011 · Until 2 Nov 2016
Blewitt Financial LLP (no longer appointed)
FRN 535563 · Appointed 23 Dec 2010 · Until 5 Apr 2011
Sean Bruen (no longer appointed)
FRN 538043 · Appointed 21 Dec 2010 · Until 20 Jun 2016
Stephen Jones (no longer appointed)
FRN 498088 · Appointed 21 Dec 2010 · Until 27 Jan 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.