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
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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.

Joshua Howe
IRN JXH00968
- Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 9 May 2024)
Joshua Luke Smethurst
IRN JXS32380
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
Joshua Martin
IRN JXM00451
- Appointed representative dealing with clients for which they require qualification (7 May 2021 to 30 Jan 2023)
Joshua Way
IRN JXW00210
- 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)
Josif Galev
IRN JXG00309
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2021)
Judy Barwell
IRN JXM02472
- CF1 Director (AR) (28 Jan 2010 to 18 Feb 2015)
Julia Catherine Jones
IRN JCJ01032
- CF1 Director (AR) (14 Aug 2009 to 17 Mar 2011)
Julia Dawn Walker
IRN JDW01183
- CF4 Partner (AR) (since 8 Dec 2011)
Julia Louise Maranca
IRN JLM01232
- CF4 Partner (AR) (18 Jan 2017 to 27 Sep 2023)
Julia Shearman
IRN JXS00126
- CF4 Partner (AR) (26 Oct 2015 to 12 Oct 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.