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.

Akhil Kumar Satsangi
IRN AXS00034
- CF1 Director (AR) (since 3 Aug 2015)
Akhtarul Islam Choudhury
IRN AIC00007
- 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 2021)
Akshay Shah
IRN AXS00643
- Appointed representative dealing with clients for which they require qualification (9 Nov 2020 to 12 Oct 2021)
Alan Barlow
IRN AXB00603
- [FCA CF] Functions requiring qualifications (1 Feb 2021 to 17 Jul 2023)
Alan Christopher Murray
IRN ACM01157
- CF1 Director (AR) (since 17 May 2013)
Alan Clive Bourne
IRN ACB00050
- [FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2020)
- CF1 Director (AR) (1 Jun 2006 to 10 Jun 2008)
Alan Crook
IRN AXC03288
- 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 26 Sep 2017)
Alan Gordon
IRN AXG00895
- 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 15 Apr 2024)
Alan Hewitt
IRN AXH00203
- Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 27 Nov 2020)
Alan Hood
IRN AXH00033
- CF1 Director (AR) (15 May 2006 to 21 Jan 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.