Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Christopher John Durkan
IRN CXD00068
- CF1 Director (AR) (since 14 Aug 2015)
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Christopher John Last
IRN CJL00035
- CF2 Non Executive Director (AR) (since 26 May 2016)
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Christopher John Loraine Samuel
IRN CJS01139
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
- SMF9 Chair of the Governing Body (18 Jun 2020 to 31 Aug 2023)
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Christopher John Millership
IRN CJM01349
- CF1 Director (AR) (16 Oct 2007 to 8 Aug 2008)
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Christopher John Wright
IRN CJW01215
- CF1 Director (AR) (11 Apr 2014 to 14 May 2014)
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Christopher Latchford Taylor
IRN CLT01024
- CF1 Director (AR) (19 Feb 2013 to 28 May 2015)
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Christopher Lawton
IRN CHL01042
- 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 3 Sep 2014)
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Christopher Mandle
IRN CXM00161
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2026)
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Christopher Mark Saul
IRN CMS00030
- CF1 Director (AR) (23 Jul 2013 to 3 May 2014)
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Christopher Matthew Clegg
IRN CXC00018
- Appointed representative dealing with clients for which they require qualification (24 May 2023 to 30 Oct 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ballymena Investment Centre Ltd
FRN 528586 · Appointed 14 May 2020
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Stewart Financial Management Limited
FRN 492524 · Appointed 30 Apr 2020
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Steve Cant & Associates Limited
FRN 400480 · Appointed 28 Apr 2020
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Beewise FS Ltd
FRN 923646 · Appointed 31 Mar 2020
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Martyn Young
FRN 513568 · Appointed 29 Mar 2020
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R H Mortgages
FRN 923231 · Appointed 24 Mar 2020
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Friday Financial Services Ltd
FRN 922767 · Appointed 15 Mar 2020
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Mark Bulley Ltd
FRN 922399 · Appointed 9 Mar 2020
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Prosperitas Wealth Planning Ltd
FRN 920416 · Appointed 12 Feb 2020
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Clear Financial Services (UK) Ltd
FRN 527437 · Appointed 20 Jan 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.