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.

Alan Hoskings
IRN AXH02402
- (2311)CF1 Director (AR) (19 Jun 2013 to 29 Oct 2014)
Alan James Gardiner
IRN AJG01419
- (662)CF1 Director (AR) (6 Sep 2016 to 8 Nov 2018)
Alan Jones
IRN AXJ00033
- (1358)CF1 Director (AR) (17 Sep 2015 to 30 Apr 2020)
Alan Lazenby
IRN AXL00095
- (2353)CF1 Director (AR) (9 Jul 2015 to 14 Oct 2015)
Alan Lyne
IRN ADL01077
- (2712)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
- (2713)CF1 Director (AR) (4 Nov 2008 to 30 Sep 2022)
Alan Macdonald
IRN AXM02600
- (100)CF1 Director (AR) (8 Aug 2008 to 19 Oct 2012)
Alan Monti
IRN AXM00728
- (1504)Appointed representative dealing with clients for which they require qualification (1 Aug 2021 to 30 Sep 2022)
Alan Peter Miller
IRN APM00066
- (1221)CF1 Director (AR) (30 Jan 2009 to 13 Jul 2010)
Alan Raymond Poole
IRN ARP00002
- (170)CF4 Partner (AR) (27 Mar 2015 to 31 Jul 2018)
Alan Roy Pearson
IRN ARP00032
- (889)CF1 Director (AR) (28 Aug 2014 to 11 Mar 2021)
- (888)CF4 Partner (AR) (31 May 2006 to 13 Dec 2013)

Smaller firms operating under this firm's FCA authorisation.

Ridgemount Mortgages Limited (no longer appointed)
FRN 405934 · Appointed 29 Jul 2009 · Until 23 Oct 2021
David Marsh (no longer appointed)
FRN 503919 · Appointed 21 Jul 2009 · Until 16 Sep 2011
Excel Financial Services Limited (no longer appointed)
FRN 464154 · Appointed 21 Jul 2009 · Until 8 Apr 2010
Chris Whitehead (no longer appointed)
FRN 503601 · Appointed 14 Jul 2009 · Until 27 Oct 2010
Mandale Financial Services Ltd (no longer appointed)
FRN 503475 · Appointed 9 Jul 2009 · Until 12 Feb 2010
Horizon Financial Solutions Ltd (no longer appointed)
FRN 455117 · Appointed 7 Jul 2009 · Until 17 Apr 2012
Tracey Pamela Gray (no longer appointed)
FRN 486954 · Appointed 6 Jul 2009 · Until 8 Jun 2010
Bespoke Financial Guidance Ltd (no longer appointed)
FRN 502836 · Appointed 25 Jun 2009 · Until 9 Dec 2024
ACG Mortgage & Protection Ltd (no longer appointed)
FRN 469030 · Appointed 24 Jun 2009 · Until 20 Jul 2012
Mortgage Centre (no longer appointed)
FRN 444480 · Appointed 17 Jun 2009 · Until 21 Feb 2010

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.