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.

Anthony Walker
IRN AXW01838
- CF1 Director (AR) (13 Jul 2010 to 10 Dec 2014)
Antoinette Sheila Simms
IRN AXS00647
- Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 28 Mar 2022)
Antonio Bracci
IRN ABB00014
- 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 10 Jun 2015)
Antonio Iannelli
IRN AXI00008
- CF1 Director (AR) (since 29 Jul 2020)
Antonio Salentino
IRN AXS02032
- CF1 Director (AR) (6 Aug 2007 to 16 Jun 2010)
Antony Baker
IRN AWB01125
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 19 Dec 2017)
- CF30 Customer (1 Jun 2020 to 9 Aug 2021)
Antony Charlton Beltran
IRN ACB01180
- CF1 Director (AR) (15 Sep 2008 to 11 Feb 2009)
Antony Dolman
IRN ARD00035
- CF1 Director (AR) (10 Oct 2008 to 10 May 2022)
Antony Ievoli
IRN TXI00005
- 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)
Antony Jaggard
IRN AXJ01634
- CF1 Director (AR) (3 Feb 2015 to 10 Feb 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.