Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Claire Ann Price
IRN CAP01131
- CF1 Director (AR) (3 Jul 2009 to 20 Jul 2012)
Claire Ashton
IRN CXA85747
- Appointed representative dealing with clients for which they require qualification (7 Sep 2021 to 15 Dec 2023)
Claire Berens
IRN CXB00173
- 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 9 Dec 2019)
Claire Davidson
IRN CMW01157
- CF1 Director (AR) (since 2 Apr 2020)
Claire Fiona Matthews
IRN CFM01055
- CF1 Director (AR) (15 Jun 2010 to 15 Mar 2023)
Claire Henning
IRN CXH01816
- CF1 Director (AR) (1 Aug 2013 to 10 Dec 2013)
Claire Lawton
IRN CXL00287
- Appointed representative dealing with clients for which they require qualification (9 May 2022 to 10 Jul 2024)
Claire Lee
IRN CLL01031
- CF1 Director (AR) (since 24 Apr 2020)
Claire Louise Maskill
IRN CLM01079
- CF1 Director (AR) (24 Aug 2015 to 1 Jul 2022)
Claire Louise Swain
IRN CLC01072
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Apr 2023)
- CF1 Director (AR) (2 May 2008 to 19 Jun 2013)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.