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 John Couzens
IRN GXC00090
- CF4 Partner (AR) (15 Mar 2006 to 20 Jan 2021)
Gary John Lewis
IRN GJL01091
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 22 Jul 2015)
- CF1 Director (AR) (29 Jun 2009 to 20 Jul 2012)
Gary Martin Fowkes
IRN GXF00035
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Gary Michael Hall
IRN GXH00009
- CF4 Partner (AR) (10 Sep 2020 to 24 Aug 2022)
Gary Paul Bennett
IRN GPB01067
- CF1 Director (AR) (9 Oct 2013 to 27 Jul 2014)
Gary Paul Taylor
IRN GPT01046
- CF1 Director (AR) (9 Apr 2008 to 11 Aug 2010)
Gary Paul Woollam
IRN GPW01037
- CF1 Director (AR) (11 Jan 2007 to 28 May 2008)
Gary Prewett
IRN GJP00028
- CF1 Director (AR) (17 Nov 2014 to 27 Feb 2024)
Gary Robert Taylor
IRN GRT00007
- CF4 Partner (AR) (21 Jun 2007 to 11 Oct 2011)
Gary Thomas Hills
IRN GTH01022
- CF1 Director (AR) (27 Apr 2006 to 24 Nov 2008)

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.