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.

Lynn Denise Patterson
IRN LDP00008
- (616)CF1 Director (AR) (15 Aug 2008 to 19 Oct 2009)
Lynn Karon Amey
IRN LXA01147
- (14)CF1 Director (AR) (since 28 May 2008)
- (880)CF4 Partner (AR) (6 Jun 2006 to 28 May 2008)
Lynne Joyce Woodward
IRN LJW00032
- (789)CF1 Director (AR) (6 Feb 2014 to 28 May 2021)
Lynsey Masters
IRN LXM00119
- (297)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (298)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Lynsey Storey
IRN LXO00020
- (478)[FCA CF] Manager of certification employee (since 1 Sep 2020)
MATTHEW STONE
IRN MXS90188
- (1887)CF30 Customer (15 Oct 2020 to 9 Mar 2023)
MIREN SHAH
IRN MXS00018
- (2406)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Madeline Brazenell
IRN MXB18462
- (782)CF1 Director (AR) (14 Aug 2019 to 2 Jun 2020)
Madhubala Kotecha
IRN MXK01570
- (291)CF1 Director (AR) (21 Aug 2006 to 2 Oct 2008)
Magdalena Bileri
IRN MXB07801
- (647)CF1 Director (AR) (31 Oct 2018 to 11 Dec 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.