Quilter Mortgage Planning Limited

Watch for changes

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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

George Roberts
IRN GMR01080
- CF1 Director (AR) (1 May 2014 to 12 Jan 2018)
George Stuart Adamson
IRN GXA00045
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2023)
Georgia Sherman
IRN GXS00461
- [FCA CF] Significant management (20 Jun 2022 to 31 Oct 2024)
Georgina Dicks
IRN GXD26748
- CF1 Director (AR) (7 Jan 2020 to 29 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 15 Nov 2021)
Georgina Victoria Cooke
IRN GXC00521
- [FCA CF] Significant management (since 20 Nov 2023)
Geraint Davies
IRN GXD01518
- CF1 Director (AR) (7 Mar 2012 to 2 Dec 2013)
Geraint Jones
IRN GXJ01340
- 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)
- CF1 Director (AR) (since 8 Dec 2017)
Geraint Saunders
IRN GXS00465
- 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 29 Jun 2022)
Geraint Wyn Jones
IRN GWJ01029
- CF4 Partner (AR) (1 Jun 2012 to 16 Apr 2018)
Gerald Cuddihy
IRN GXC01473
- CF1 Director (AR) (3 Jul 2007 to 5 Aug 2009)

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.