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.

Adam Matthew Goodall
IRN AMG01222
- (2272)CF1 Director (AR) (21 Mar 2013 to 17 Dec 2020)
Adam Melia
IRN AXM02019
- (1137)CF1 Director (AR) (since 27 Feb 2015)
Adam Michael James
IRN AXJ90701
- (1886)Appointed representative dealing with clients for which they require qualification (21 Apr 2021 to 26 Aug 2022)
Adam Pawel Krygier
IRN APK01076
- (773)CF1 Director (AR) (4 May 2017 to 6 May 2025)
Adam Peter Sargent
IRN APS00033
- (549)CF1 Director (AR) (16 Aug 2012 to 15 Oct 2017)
Adam Rutterford
IRN AXR00165
- (1644)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Nov 2021)
Adam Warwick
IRN AXW10525
- (1962)[FCA CF] Significant management (1 Sep 2020 to 1 Sep 2022)
Adele Higenbottam
IRN AXH00681
- (1485)Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 29 Aug 2023)
Adele Woolley
IRN AXW00573
- (1456)[FCA CF] Manager of certification employee (19 Apr 2022 to 9 May 2023)
Ademuyiwa Akorede Bakare
IRN AAB01166
- (2250)CF1 Director (AR) (2 Sep 2017 to 2 Nov 2023)

Smaller firms operating under this firm's FCA authorisation.

Newholme Ltd (no longer appointed)
FRN 460877 · Appointed 27 Jan 2010 · Until 19 Feb 2015
Paul McManus (no longer appointed)
FRN 476826 · Appointed 26 Jan 2010 · Until 4 Jan 2014
Ian Derbyshire (no longer appointed)
FRN 502832 · Appointed 19 Jan 2010 · Until 19 Dec 2012
Nirmal Singh (no longer appointed)
FRN 477289 · Appointed 13 Jan 2010 · Until 13 May 2010
Concours Capital Ltd (no longer appointed)
FRN 516163 · Appointed 13 Jan 2010 · Until 20 Mar 2019
Donna Karim (no longer appointed)
FRN 516127 · Appointed 12 Jan 2010 · Until 20 Jan 2011
Independent Mortgage Solutions UK (no longer appointed)
FRN 473025 · Appointed 8 Jan 2010 · Until 31 Aug 2010
John Hodgekins (no longer appointed)
FRN 515730 · Appointed 5 Jan 2010 · Until 25 Feb 2021
Whitefield Financial Solutions Ltd (no longer appointed)
FRN 515709 · Appointed 5 Jan 2010 · Until 23 Aug 2011
Wesley Blount (no longer appointed)
FRN 503317 · Appointed 5 Jan 2010 · Until 26 Jul 2013

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.