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.

Kim David Bascombe
IRN KDB01028
- (2370)CF1 Director (AR) (30 Jul 2008 to 28 Sep 2010)
Kim Laking
IRN KXL01447
- (825)CF1 Director (AR) (10 Jul 2015 to 13 Sep 2022)
Kim Michelle Shephard
IRN KMS01125
- (867)CF1 Director (AR) (29 Nov 2017 to 22 Jan 2024)
Kimberley Dickinson
IRN KXD00073
- (1777)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jun 2025)
Kirandeep Bahra
IRN KXB00041
- (2373)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2021)
- (2374)CF1 Director (AR) (28 Jan 2014 to 24 Feb 2021)
Kiriakos Moustoukas
IRN KXM00287
- (1519)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2024)
Kirstie David
IRN KXI01025
- (1131)Appointed representative dealing with clients for which they require qualification (1 Feb 2021 to 15 Nov 2022)
Kirsty Bexon-White
IRN KXB01971
- (718)CF1 Director (AR) (21 Sep 2015 to 24 Jul 2020)
Kirsty Hatton
IRN KXH00065
- (476)[FCA CF] Manager of certification employee (since 1 Sep 2020)
Kirsty Howell
IRN KXH28509
- (2277)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)

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.