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 Martin Storey
IRN AMS01309
- (2973)CF4 Partner (AR) (18 Jun 2008 to 14 Feb 2010)
Anthony Martin Vellosa
IRN AXV01204
- (2648)CF4 Partner (AR) (22 Nov 2007 to 29 Mar 2012)
Anthony Michael Sexstone
IRN AXS00325
- (218)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (219)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Anthony Nash
IRN AXN00062
- (1680)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2023)
Anthony Nicholas Stevens
IRN ANS01087
- (2598)CF1 Director (AR) (8 May 2017 to 13 May 2019)
Anthony Peter Triccas
IRN APT01074
- (2251)CF1 Director (AR) (15 Mar 2012 to 26 May 2018)
Anthony Robert Evans
IRN ARE01052
- (965)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (966)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (967)CF1 Director (AR) (since 11 Jan 2011)
Anthony Robert Scammell
IRN AXS35323
- (531)[FCA CF] Manager of certification employee (since 1 Jul 2023)
- (532)[FCA CF] Significant management (since 7 Jan 2022)
Anthony Thomas Lever
IRN ATL01032
- (1028)CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
Anthony Vincent Philip Dimambro
IRN AVD00004
- (2327)CF1 Director (AR) (27 Sep 2007 to 6 Jan 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.