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.

Brian George Owens
IRN BGO01006
- (2567)CF1 Director (AR) (21 May 2014 to 10 Jun 2016)
Brian Gibson
IRN BXG00042
- (367)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (368)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Brian James
IRN BPJ00001
- (2021)CF1 Director (AR) (25 Mar 2022 to 1 Feb 2024)
Brian John Logan
IRN BJL00011
- (716)CF1 Director (AR) (16 Jun 2014 to 10 Feb 2023)
- (715)CF4 Partner (AR) (3 Sep 2007 to 10 Jun 2021)
Brian Joseph O'Neill
IRN BJO01018
- (774)CF1 Director (AR) (27 Nov 2006 to 19 Jan 2021)
Brian Lynn
IRN BXL00009
- (1332)CF4 Partner (AR) (since 6 Jul 2015)
Brian Palmer
IRN BLP00001
- (2424)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
- (2425)CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
Brian Ruhomon
IRN BXR00053
- (1645)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2021)
Brian Sandiford
IRN BJS01085
- (507)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (508)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Brian Toner
IRN BXT00041
- (566)CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)

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.