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.

Amandeep Bahra
IRN AXB02347
- (99)CF1 Director (AR) (20 May 2008 to 19 Jul 2010)
Amarjit Karwal
IRN AXK01476
- (2489)CF1 Director (AR) (19 May 2008 to 16 Oct 2009)
Ambareen Mirza
IRN AXM02001
- (2036)CF1 Director (AR) (18 Dec 2006 to 11 May 2020)
Amber Louise Harding
IRN XHA01000
- (315)CF1 Director (AR) (20 Aug 2012 to 31 Oct 2018)
Amit Jajodia
IRN AXJ01857
- (2997)CF1 Director (AR) (24 Oct 2017 to 19 May 2019)
Amit Kakkar
IRN AXK01660
- (1086)Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 3 Nov 2021)
Amy Elizabeth Holliday
IRN AXH00448
- (2279)Appointed representative dealing with clients for which they require qualification (25 Sep 2020 to 5 Jul 2023)
Amy Elizabeth Stokes
IRN AXS00282
- (1414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1416)CF1 Director (AR) (since 11 Dec 2020)
- (1415)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Amy Louise Callow
IRN AXC03431
- (725)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (726)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2025)
Amy Louise Hill
IRN AXH00204
- (768)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)

Smaller firms operating under this firm's FCA authorisation.

JJS Financial Solutions Ltd (no longer appointed)
FRN 484915 · Appointed 1 Sep 2009 · Until 24 Aug 2010
Quicksmart Group Ltd (no longer appointed)
FRN 505377 · Appointed 20 Aug 2009 · Until 6 Oct 2009
Saghir Ahmed (no longer appointed)
FRN 471663 · Appointed 20 Aug 2009 · Until 7 Jun 2010
Malcolm Barnfield (no longer appointed)
FRN 505209 · Appointed 17 Aug 2009 · Until 3 May 2011
Charles Derby Wealth Ltd (no longer appointed)
FRN 505189 · Appointed 17 Aug 2009 · Until 22 Jun 2016
Smart Moves Financial Services Limited (no longer appointed)
FRN 504421 · Appointed 3 Aug 2009 · Until 27 Jan 2023
Save Direct Ltd (no longer appointed)
FRN 504307 · Appointed 3 Aug 2009 · Until 11 Sep 2009
Central Financial Consultants Ltd (no longer appointed)
FRN 504302 · Appointed 30 Jul 2009 · Until 10 Nov 2009
Richards & Jones Ltd (no longer appointed)
FRN 504303 · Appointed 30 Jul 2009 · Until 12 Oct 2011
Mortgage Track Ltd (no longer appointed)
FRN 470425 · Appointed 29 Jul 2009 · Until 14 Jan 2014

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.