Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Alexander John Mollart
IRN AJM01541
- CF1 Director (AR) (6 Mar 2008 to 3 Oct 2009)
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Alexander Mammon
IRN AXM00353
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
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Alexander Park Leitch
IRN APL01043
- CF2 Non Executive Director (23 Apr 2010 to 31 Mar 2017)
- CF8 Apportionment and Oversight (1 Apr 2009 to 31 Mar 2017)
- CF3 Chief Executive (1 Apr 2009 to 1 Feb 2010)
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Alexander Singh Cheema
IRN ASC01110
- CF1 Director (AR) (11 Dec 2014 to 6 Feb 2024)
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Alexander Williams
IRN AXW00364
- Appointed representative dealing with clients for which they require qualification (10 Mar 2021 to 17 Sep 2021)
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Alexandra Kate Louise Hart
IRN AXH00438
- Appointed representative dealing with clients for which they require qualification (10 Dec 2020 to 15 Apr 2021)
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Alexandra Wendy Suzanne Hind Woodward
IRN AXH01194
- 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 27 Nov 2024)
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Alexandru Goncear
IRN AXG00869
- Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 14 May 2024)
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Ali MacDonald
IRN AXM02638
- CF1 Director (AR) (2 Oct 2008 to 19 Oct 2012)
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Ali Md Hasan
IRN AMH01316
- CF1 Director (AR) (10 Oct 2018 to 2 Aug 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ashish Patel
FRN 464642 · Appointed 21 Mar 2014
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Astute Money Financial Planning Ltd
FRN 616372 · Appointed 5 Mar 2014
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Four Oaks Financial Services Limited
FRN 616095 · Appointed 28 Feb 2014
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Trinity Lifetime Partners Limited
FRN 616281 · Appointed 26 Feb 2014
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Compass Financial (UK) Limited
FRN 616200 · Appointed 21 Feb 2014
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W & P Limited
FRN 211730 · Appointed 19 Feb 2014
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Precision Financial Consulting Ltd
FRN 615670 · Appointed 11 Feb 2014
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Saldia Ltd
FRN 613573 · Appointed 3 Feb 2014
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Domus Financial Services
FRN 613685 · Appointed 29 Jan 2014
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MJP Wealth Management Ltd
FRN 613719 · Appointed 28 Jan 2014
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.