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.

Laura Catherine Anderson
IRN LCA01022
- (664)CF1 Director (AR) (7 Aug 2017 to 22 Mar 2021)
Laura Ferguson
IRN LXF01297
- (490)CF1 Director (AR) (18 Dec 2013 to 3 Feb 2015)
Laura Hopkins
IRN LXW00057
- (176)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (177)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Laura Kate Mitchell
IRN LXM00120
- (281)21. Advising or arranging (bringing about) equity release transactions
- (282)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (283)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2020)
Laura Kimberley Todd
IRN LXT00044
- (1606)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
Laura McGeorge
IRN LXM00103
- (41)[FCA CF] Manager of certification employee (1 Sep 2020 to 6 Nov 2020)
Laura Parkes
IRN LXP01239
- (260)CF1 Director (AR) (5 Jun 2006 to 28 Jan 2009)
Laura Sofia Rodriguez Ardila
IRN LSR01036
- (2287)CF1 Director (AR) (14 Oct 2016 to 1 Nov 2016)
Laura Whetstone
IRN LXW01387
- (2592)CF1 Director (AR) (17 Jan 2018 to 2 Aug 2019)
Lauren Bonita Grace Braimbridge
IRN LXT28466
- (1435)CF1 Director (AR) (since 14 Apr 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.