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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Keith Jennings
IRN KWJ00003
- CF1 Director (AR) (30 Jun 2020 to 14 Jul 2023)
Keith Oldfield
IRN KXO00016
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2024)
Keith Parnall
IRN KAP01043
- CF1 Director (AR) (26 Apr 2022 to 28 Apr 2023)
Keith Reginald Baldwin
IRN KRB01039
- CF2 Non Executive Director (16 Dec 2010 to 8 Dec 2019)
Keith Richard Sherratt
IRN KRS00015
- CF1 Director (AR) (23 Feb 2007 to 17 Jun 2021)
Keith Robert Hood
IRN KRH00009
- CF1 Director (AR) (25 Oct 2007 to 10 Aug 2008)
Keith Ronald Bayliss
IRN KRB01044
- CF1 Director (AR) (3 Oct 2006 to 28 Sep 2007)
Keith Sanham
IRN KXS01279
- CF1 Director (AR) (13 Nov 2013 to 17 Dec 2020)
Keith Thomas Lowdon
IRN KTL01014
- CF1 Director (AR) (since 10 Sep 2015)
- CF1 Director (AR) (2 Apr 2014 to 1 Aug 2015)
Kelly Jayne Davey
IRN KXD00071
- 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 28 Aug 2020)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

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.