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.

Deirdre Harriet Marr
IRN DHM01052
- CF1 Director (AR) (17 Oct 2006 to 2 Jun 2011)
Delia Marie Lazenby
IRN DML01137
- CF1 Director (AR) (4 Aug 2017 to 31 Dec 2018)
Delwinder Maan
IRN DXM12897
- CF1 Director (AR) (22 Mar 2019 to 2 Jul 2019)
Denis West
IRN DXW00187
- Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 5 Mar 2021)
Denise Cowie
IRN DXC01799
- CF1 Director (AR) (26 May 2015 to 29 Jan 2016)
Denise Frost
IRN DXF00066
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Denise Rosina Poole
IRN DRP01090
- CF4 Partner (AR) (24 Oct 2006 to 6 May 2008)
Dennis Alan Lane
IRN DAL00044
- CF1 Director (AR) (26 Oct 2017 to 12 Feb 2018)
Dennis William Taylor
IRN DWT00001
- CF4 Partner (AR) (1 Jun 2020 to 31 Jan 2023)
Denver Cooper Thompson
IRN DCT01048
- CF1 Director (AR) (since 19 May 2020)
- CF1 Director (AR) (10 Dec 2014 to 8 Dec 2019)

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.