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.

Kevin Attwell
IRN KXA00030
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
- CF1 Director (AR) (5 Jun 2009 to 24 Apr 2023)
Kevin Barry Williams
IRN KBW01014
- CF4 Partner (AR) (since 31 Mar 2017)
Kevin Benedict Moore
IRN KBM01029
- CF1 Director (AR) (3 Sep 2012 to 11 Mar 2016)
Kevin Craig Dunn
IRN KCD01019
- CF1 Director (AR) (19 Mar 2014 to 5 Dec 2014)
Kevin Gaskin
IRN KAG01072
- CF1 Director (AR) (since 13 Apr 2015)
Kevin Gerrard
IRN KXG00016
- CF4 Partner (AR) (26 May 2006 to 30 Sep 2013)
Kevin Hammond
IRN KRH00024
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2022)
- CF1 Director (AR) (5 Aug 2016 to 13 Jan 2021)
Kevin Hugh Ronaldson
IRN KHR01004
- CF1 Director (1 Apr 2009 to 31 May 2012)
- CF3 Chief Executive (19 Jan 2006 to 1 Apr 2009)
- Responsible for Insurance Mediation (19 Jan 2006 to 31 May 2012)
- CF8 Apportionment and Oversight (19 Jan 2006 to 1 Apr 2009)
Kevin James Crickett
IRN KJC01135
- CF1 Director (AR) (19 Apr 2016 to 4 Apr 2025)
Kevin John Ellicott
IRN KXE00026
- 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)

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.