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 Matthew Goodall

    IRN AMG01222

    • CF1 Director (AR) (21 Mar 2013 to 17 Dec 2020)
  • Adam Melia

    IRN AXM02019

    • CF1 Director (AR) (since 27 Feb 2015)
  • Adam Michael James

    IRN AXJ90701

    • Appointed representative dealing with clients for which they require qualification (21 Apr 2021 to 26 Aug 2022)
  • Adam Pawel Krygier

    IRN APK01076

    • CF1 Director (AR) (4 May 2017 to 6 May 2025)
  • Adam Peter Sargent

    IRN APS00033

    • CF1 Director (AR) (16 Aug 2012 to 15 Oct 2017)
  • Adam Rutterford

    IRN AXR00165

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Nov 2021)
  • Adam Warwick

    IRN AXW10525

    • [FCA CF] Significant management (1 Sep 2020 to 1 Sep 2022)
  • Adele Higenbottam

    IRN AXH00681

    • Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 29 Aug 2023)
  • Adele Woolley

    IRN AXW00573

    • [FCA CF] Manager of certification employee (19 Apr 2022 to 9 May 2023)
  • Ademuyiwa Akorede Bakare

    IRN AAB01166

    • CF1 Director (AR) (2 Sep 2017 to 2 Nov 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Sean Bruen (no longer appointed)

    FRN 538043 · Appointed 21 Dec 2010 · Until 20 Jun 2016

  • Mark Davis (no longer appointed)

    FRN 537730 · Appointed 15 Dec 2010 · Until 16 Sep 2011

  • Harlow Funding and Investment Limited (no longer appointed)

    FRN 536959 · Appointed 2 Dec 2010 · Until 26 Nov 2020

  • Nigel Keaney (no longer appointed)

    FRN 536931 · Appointed 1 Dec 2010 · Until 19 Aug 2011

  • The Broker Team Ltd (no longer appointed)

    FRN 536792 · Appointed 26 Nov 2010 · Until 28 Aug 2014

  • James Rafferty (no longer appointed)

    FRN 536457 · Appointed 23 Nov 2010 · Until 14 Mar 2013

  • Patrick Burns (no longer appointed)

    FRN 536156 · Appointed 18 Nov 2010 · Until 24 May 2020

  • Practical Financial Solutions Ltd (no longer appointed)

    FRN 485420 · Appointed 25 Oct 2010 · Until 30 Jul 2012

  • Lee Harrison (no longer appointed)

    FRN 534284 · Appointed 25 Oct 2010 · Until 11 Feb 2012

  • Shah Ali (no longer appointed)

    FRN 533590 · Appointed 15 Oct 2010 · Until 28 Jul 2011

Recent activity

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

No changes recorded yet.