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
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.

Lucy Claire Fletcher
IRN LXF00048
- (1582)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Feb 2023)
Lucy Emma Dixon
IRN LXD01512
- (861)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (862)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (863)CF1 Director (AR) (since 14 Oct 2015)
Lucy Fagence
IRN LXF00027
- (2281)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Mar 2023)
Lucy James
IRN LXG00062
- (2229)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2022)
Lucy Jane Brown
IRN LXB00171
- (1580)Appointed representative dealing with clients for which they require qualification (15 Mar 2023 to 13 Mar 2024)
Lucy Steward
IRN LXS01773
- (3015)CF1 Director (AR) (9 Jun 2015 to 1 Mar 2017)
Lucy Wilkinson
IRN LXW00197
- (1899)Appointed representative dealing with clients for which they require qualification (11 Sep 2020 to 12 May 2022)
Luisa Abela
IRN LXA00049
- (1834)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2022)
Lukas Van der Walt
IRN LXV01044
- (527)CF2 Non Executive Director (4 Feb 2010 to 7 Aug 2014)
Lukasz Kogucinski
IRN LXK01344
- (2654)CF1 Director (AR) (1 Apr 2016 to 17 Dec 2018)

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.