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.

Gavin Morgan
IRN GXM02389
- CF1 Director (AR) (20 Aug 2015 to 5 Jun 2021)
Gavin Sweeney
IRN GXS01820
- 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 29 Nov 2010)
Geetaben Patel
IRN GXP00088
- 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)
Gemma Eileen Harle
IRN GEH01049
- [FCA CF] Significant management (2 Feb 2021 to 18 Nov 2022)
- [FCA CF] Manager of certification employee (2 Feb 2021 to 18 Nov 2022)
Gemma Louise McDonald
IRN GLM01057
- CF1 Director (AR) (10 Mar 2016 to 7 Apr 2019)
Gemma Louise Raymond
IRN GXR35272
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
Gemma McKee
IRN GXM00278
- Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 17 Feb 2023)
Gemma Palmer
IRN GXP00197
- Appointed representative dealing with clients for which they require qualification (11 May 2021 to 11 Jan 2024)
Geoffrey Clive Charles Ribbons
IRN GCR00007
- CF1 Director (AR) (17 Jun 2013 to 28 Apr 2014)
Geoffrey Langford Lewis
IRN GXL00061
- CF1 Director (AR) (14 Dec 2016 to 14 Jul 2021)

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.