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.

Claire Naomi Harnett
IRN CNJ00005
- CF1 Director (AR) (16 Feb 2007 to 30 Mar 2007)
Claire Samantha Kind
IRN CSK01028
- CF1 Director (AR) (28 May 2014 to 5 May 2015)
Claire Wheeler
IRN CXW00147
- 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 25 Feb 2021)
Claire Williams
IRN CXW00262
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
Clare Farrell
IRN CXL00071
- CF1 Director (AR) (16 Oct 2015 to 2 Aug 2016)
Clare Gainey
IRN CXG01842
- CF1 Director (AR) (6 Sep 2017 to 13 Mar 2018)
Clare Kay-Jones
IRN CXK01281
- CF4 Partner (AR) (8 Sep 2009 to 15 Jan 2010)
Clare Louise Lewis
IRN CXL14088
- 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 25 Apr 2019)
Clare Marie Sadler
IRN CMS01210
- CF1 Director (AR) (1 Oct 2013 to 23 Jul 2015)
Clare Murdin
IRN CXM00165
- 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)

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.