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.

David Robert Kelly
IRN DRK01037
- CF1 Director (AR) (31 May 2017 to 9 Feb 2021)
David Robert Mallouppa
IRN DXM00203
- 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 7 Aug 2015)
David Robert Scullard
IRN DRS01175
- CF4 Partner (AR) (16 Dec 2008 to 9 Apr 2010)
David Robert Tyler
IRN DRT01059
- CF1 Director (AR) (29 Jul 2008 to 9 Jun 2009)
David Rodney Carter
IRN DRC01158
- 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 18 May 2007)
David Roswell Watts
IRN DRW01085
- CF1 Director (AR) (6 Jun 2007 to 8 May 2008)
David Russell Harper
IRN DRH01101
- CF1 Director (AR) (18 Jul 2006 to 16 Feb 2011)
David Sharples
IRN SXD00092
- 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)
David Stephen Wilmot
IRN DSW01102
- CF1 Director (AR) (6 Jul 2011 to 12 Jan 2012)
David Stokes
IRN DJS00076
- CF1 Director (AR) (since 5 Aug 2015)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)

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.