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.

Lorraine Surman
IRN LXS01360
- (194)CF1 Director (AR) (13 Mar 2007 to 23 Sep 2008)
Louis Hammond
IRN LXH31186
- (1932)Appointed representative dealing with clients for which they require qualification (25 Mar 2021 to 22 May 2023)
Louise Alison Shelley
IRN LXS00650
- (1427)Appointed representative dealing with clients for which they require qualification (9 Jul 2024 to 13 Nov 2024)
Louise Anne Uncles
IRN LAU01003
- (31)CF1 Director (AR) (since 16 May 2018)
Louise Dench
IRN LMD01039
- (1066)CF4 Partner (AR) (since 11 Nov 2014)
Louise Jane Warneford
IRN LXW00171
- (1549)Appointed representative dealing with clients for which they require qualification (24 Feb 2021 to 22 Jun 2021)
Louise Jayne Hill
IRN LJH01099
- (91)CF1 Director (AR) (23 Sep 2008 to 23 Mar 2012)
Louise O'Reilly
IRN LMB00026
- (986)CF1 Director (AR) (since 11 Jan 2013)
- (2820)CF1 Director (AR) (24 Feb 2010 to 29 Jun 2010)
Louise Staple
IRN LXS00361
- (93)21. Advising or arranging (bringing about) equity release transactions
- (94)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (95)Appointed representative dealing with clients for which they require qualification (since 16 Mar 2022)
Louise Virginia Clamp
IRN LVC00003
- (2618)CF1 Director (AR) (28 Mar 2019 to 15 Sep 2020)

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.