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.

Leonard O'Neal Ryan
IRN LXR00020
- (612)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (613)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Leonardus Adriaan Deist
IRN LXD24624
- (1940)SMF24 Chief Operations (20 Apr 2020 to 30 Sep 2022)
Lesley Alison Bissett
IRN LAB00030
- (637)CF4 Partner (AR) (27 Oct 2006 to 27 Nov 2006)
Lesley Ann Brown
IRN LAB01124
- (5)CF1 Director (AR) (22 Oct 2009 to 12 Apr 2013)
Lesley Vitty
IRN LXV00013
- (495)[FCA CF] Manager of certification employee (since 17 Jan 2024)
- (1873)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
Leslie Caffrey
IRN LMC00012
- (1227)CF4 Partner (AR) (10 Nov 2008 to 6 Jun 2024)
Leslie Jackson
IRN LTJ00002
- (1136)[FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2021)
- (1137)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2021)
Lewis Harvey
IRN LXH00486
- (2928)[FCA CF] Significant management (21 Aug 2023 to 20 Sep 2024)
Lewis Maskell
IRN LXM02095
- (754)CF1 Director (AR) (19 Jul 2018 to 1 Oct 2020)
Lewis Wilkinson
IRN LXD00240
- (1452)Appointed representative dealing with clients for which they require qualification (19 Apr 2024 to 26 Sep 2024)

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.