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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

Luke Andrew Stevens
IRN LXS24953
- (817)CF1 Director (AR) (3 Dec 2019 to 8 Mar 2021)
Luke Ashley Joseph Naylor
IRN LAN01027
- (1037)Appointed representative dealing with clients for which they require qualification (11 Feb 2020 to 6 Jul 2021)
Luke James Noyce
IRN LJN01042
- (65)CF1 Director (AR) (since 29 Jun 2016)
Luke James White
IRN LJW01085
- (88)CF1 Director (AR) (8 Feb 2013 to 18 Oct 2016)
Luke Marsden
IRN LXM00643
- (748)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (749)Appointed representative dealing with clients for which they require qualification (since 6 Dec 2023)
Luke Raymond Richard John Atkinson
IRN LXA01137
- (2514)CF1 Director (AR) (12 May 2015 to 21 Dec 2016)
Lyn Walsh
IRN LXW00031
- (1220)CF4 Partner (AR) (since 14 Aug 2018)
Lyndsey Ann Fellows
IRN LAF01049
- (1079)CF4 Partner (AR) (15 Mar 2012 to 1 Jun 2012)
Lyndsey Shaw
IRN LXS00112
- (1630)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jun 2023)
Lynn Christine Hewson
IRN LCL01017
- (14)CF4 Partner (AR) (9 Mar 2009 to 28 Feb 2010)

Smaller firms operating under this firm's FCA authorisation.

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.