Quilter Mortgage Planning Limited

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
Show 1 limitation Hide limitations
- · 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
Credit Brokering
Debt Advice
Show 1 limitation Hide limitations
- · 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.

Lindsay Killeen
IRN LXK00035
- (1715)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 May 2022)
Lindsey Cannon
IRN LMC01066
- (706)[FCA CF] Manager of certification employee (since 1 Sep 2020)
Lindsey Hodge
IRN LXH00113
- (1735)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
Lindsey Robson
IRN LJR00003
- (1419)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 1 Apr 2025)
- (1418)[FCA CF] Client dealing (1 Sep 2020 to 1 Apr 2025)
Lindsey Siddall
IRN LXO01102
- (1020)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2021)
Linford Brown
IRN LDB01036
- (58)CF1 Director (AR) (since 18 Aug 2014)
Lisa Ann Barber
IRN LAB01115
- (618)[FCA CF] Significant management (since 20 Nov 2023)
Lisa Attwater
IRN LXA00050
- (1405)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1407)CF1 Director (AR) (since 14 Mar 2023)
- (1406)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Lisa Bardell
IRN LKB00003
- (658)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (659)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Lisa Blackie
IRN LXB27121
- (711)CF1 Director (AR) (15 Jan 2020 to 17 Aug 2022)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

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.