Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Gary David Greenfield
IRN GDG01039
- CF1 Director (AR) (since 3 Jan 2008)
Gary Douglas Ellard
IRN GXE00039
- CF1 Director (AR) (31 Mar 2013 to 27 Jul 2015)
Gary Edward Wooding
IRN GEW00001
- CF1 Director (AR) (6 Jul 2017 to 30 Oct 2019)
Gary Ellenton
IRN GXE00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2021)
Gary Elliot
IRN GXE01092
- CF1 Director (AR) (31 Jul 2006 to 12 Feb 2009)
Gary Francis Cook
IRN GFC00001
- CF1 Director (AR) (29 Nov 2006 to 14 Sep 2010)
Gary Frederick Kane
IRN GXK00015
- CF1 Director (AR) (31 May 2007 to 19 Aug 2011)
Gary Hall
IRN GXH01488
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
- CF1 Director (AR) (24 May 2017 to 7 Jul 2023)
Gary James Cowley
IRN GJC01109
- CF4 Partner (AR) (18 Mar 2015 to 31 Jul 2018)
Gary James Dawkins
IRN GJD00013
- CF1 Director (AR) (13 Oct 2006 to 8 Oct 2009)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

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.