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.

Anthony Francis Tattersall
IRN AFT01027
- (400)CF1 Director (AR) (24 Nov 2006 to 27 Oct 2008)
Anthony Gareth Davies
IRN AGD00013
- (592)CF1 Director (AR) (18 Apr 2016 to 8 Feb 2017)
Anthony Gerald Guy Hall
IRN AGH01130
- (587)CF1 Director (AR) (26 Apr 2013 to 17 Sep 2013)
Anthony Guy Edmeades-Stearns
IRN AGE01024
- (792)CF1 Director (AR) (6 Jan 2014 to 28 Jan 2021)
Anthony Ian Royle
IRN AIR01008
- (1124)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2022)
Anthony James Muldoon
IRN AJM01512
- (347)CF1 Director (AR) (7 Jul 2006 to 17 Dec 2009)
Anthony John Beal
IRN AJB00086
- (10)CF1 Director (AR) (since 13 Dec 2012)
- (712)CF4 Partner (AR) (15 Aug 2007 to 26 Feb 2021)
Anthony John Ewing
IRN AJE01096
- (1100)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1101)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1102)CF1 Director (AR) (since 15 Jun 2015)
- (2436)CF4 Partner (AR) (26 Jun 2007 to 2 Dec 2019)
Anthony John Gregori
IRN AJG01325
- (1089)Appointed representative dealing with clients for which they require qualification (23 Feb 2023 to 25 Jul 2023)
Anthony Mark Wellings
IRN AMW00032
- (1289)CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)

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.