Quilter Mortgage Planning Limited

Watch for changes

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

Gillian Glastonbury
IRN GXG01275
- CF1 Director (AR) (10 May 2006 to 5 May 2006)
Gillian Grace
IRN GXG01465
- CF1 Director (AR) (since 21 Jul 2015)
Gillian Mary Davidson
IRN GMD01047
- SMF4 Chief Risk (19 May 2020 to 30 Jun 2021)
- SMF16 Compliance Oversight (9 Dec 2019 to 30 Jun 2021)
- SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 Jan 2020)
- CF11 Money Laundering Reporting (29 Dec 2017 to 8 Dec 2019)
- CF10 Compliance Oversight (4 Apr 2017 to 8 Dec 2019)
- CF1 Director (6 Dec 2016 to 4 Apr 2017)
Gillian Parry - Jones
IRN GXP01249
- CF1 Director (AR) (27 Nov 2006 to 2 Mar 2021)
Giovanni Cerone
IRN GXG00025
- CF1 Director (AR) (27 Feb 2007 to 30 Dec 2013)
Glen Alan Smith
IRN GAS01086
- CF1 Director (AR) (1 Feb 2008 to 24 Dec 2008)
Glen Blows
IRN GXB00253
- 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)
Glyn Parry Jones
IRN GPJ01004
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 12 May 2022)
- CF2 Non Executive Director (1 Nov 2016 to 8 Dec 2019)
Glyn Robert Goff
IRN GRG00009
- CF4 Partner (AR) (31 Jul 2013 to 12 Apr 2018)
Glyn Walker
IRN GPW00006
- CF4 Partner (AR) (since 12 Dec 2011)

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.