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.

Ann Barrington
IRN AXB01995
- (353)CF1 Director (AR) (23 Jan 2008 to 31 Aug 2008)
Ann Catherine Evans
IRN AXE00101
- (1564)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
Anna Beth Ryan
IRN AXR00581
- (791)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (792)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2023)
Anna Brocklehurst
IRN AXB00458
- (27)CF1 Director (AR) (since 8 Mar 2021)
Anna Catherine Bartholomew
IRN ACB01184
- (1139)CF1 Director (AR) (22 Aug 2014 to 10 Jun 2021)
- (1138)CF4 Partner (AR) (25 Jul 2008 to 9 Jun 2011)
Anna Elizabeth Kellett
IRN AXK00134
- (317)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (318)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Anna Kilby
IRN ALK01042
- (1050)CF1 Director (AR) (since 2 Apr 2020)
Anna Victoria Coles
IRN AVC01022
- (1146)CF1 Director (AR) (18 May 2007 to 13 Nov 2008)
Annabel Lumsden
IRN AJH01677
- (832)CF1 Director (AR) (since 5 Oct 2019)
Anne Elizabeth Lewis
IRN AEL01055
- (1034)CF1 Director (AR) (25 Feb 2013 to 27 May 2015)

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.