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.

Alison Kathleen Hastie
IRN AXH00017
- CF1 Director (AR) (10 Sep 2020 to 30 Jun 2021)
Alison Louise Crawford
IRN ALC01065
- CF4 Partner (AR) (7 Sep 2007 to 11 Feb 2010)
Alison Marie Lucchesi
IRN AML01197
- CF1 Director (AR) (since 6 Sep 2017)
- CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
Alison Simpson
IRN AXS03303
- CF1 Director (AR) (19 Sep 2012 to 6 Dec 2012)
Alistair Blues
IRN AXB03098
- CF1 Director (AR) (7 Jun 2013 to 31 Mar 2015)
Alistair David Briggs
IRN ADB01199
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2022)
Alistair Fullerton
IRN AXF01856
- CF1 Director (AR) (17 Jan 2018 to 2 Aug 2019)
Alistair James MacLean
IRN AJM00198
- CF1 Director (AR) (31 Mar 2013 to 17 Mar 2014)
Alistair Lawrie
IRN AXL00024
- CF1 Director (AR) (25 Mar 2019 to 2 Apr 2024)
Alistair Lucas
IRN AEL00010
- CF1 Director (AR) (31 Mar 2013 to 10 Jun 2022)

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.