Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
4 weeks ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adam Dean Roberts

    IRN ADR01123

    • CF1 Director (AR) (18 May 2017 to 18 Nov 2020)
  • Adam Fitchett Wells

    IRN AXW25310

    • CF1 Director (AR) (6 Dec 2019 to 30 Oct 2020)
  • Adam Gary Burt

    IRN AXB00563

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
  • Adam Gregory

    IRN AXG00163

    • 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)
  • Adam Hayter

    IRN AXH00626

    • Appointed representative dealing with clients for which they require qualification (20 Dec 2023 to 13 Jun 2024)
  • Adam James Wilson

    IRN AXW18179

    • CF1 Director (AR) (6 Aug 2019 to 11 Feb 2020)
  • Adam John Docwra

    IRN AJD01308

    • CF1 Director (AR) (12 Nov 2014 to 4 Feb 2016)
  • Adam Kenneth Stubbings

    IRN AKS01073

    • CF1 Director (AR) (7 Mar 2014 to 12 Mar 2026)
  • Adam Kirchin

    IRN AXK00212

    • 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 23 Feb 2024)
  • Adam Lee Gearey

    IRN ALG01036

    • CF1 Director (AR) (5 Mar 2008 to 19 Dec 2010)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Gerard Snow (no longer appointed)

    FRN 543476 · Appointed 21 Mar 2011 · Until 23 Nov 2020

  • Kathy Kelly (no longer appointed)

    FRN 543494 · Appointed 21 Mar 2011 · Until 15 Jun 2015

  • 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

  • Stephen Jones (no longer appointed)

    FRN 498088 · Appointed 21 Dec 2010 · Until 27 Jan 2011

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.