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.

Ian Thomas McCue
IRN ITM01022
- [FCA CF] Client dealing (1 Sep 2020 to 19 Aug 2021)
- [FCA CF] Functions requiring qualifications (1 Sep 2020 to 19 Aug 2021)
Ian Walsh
IRN IXW00053
- CF1 Director (AR) (25 Feb 2019 to 30 Jan 2026)
Ian Warburton
IRN IXW00012
- CF1 Director (AR) (since 10 Jul 2015)
Ian William Smith
IRN IWS00006
- CF1 Director (AR) (13 Nov 2006 to 9 Jan 2020)
Illya Gregg Simpson
IRN IGS00006
- 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 18 Apr 2006)
- CF22 Investment Adviser (Trainee) (18 Apr 2006 to 5 Oct 2007)
Imogen Phillips
IRN IXP00081
- Appointed representative dealing with clients for which they require qualification (24 May 2022 to 16 Sep 2022)
Imran Javaid Malik
IRN IJM01097
- CF1 Director (AR) (7 Jul 2010 to 18 Mar 2018)
Imran Sheikh
IRN IXS01517
- CF1 Director (AR) (28 Aug 2013 to 7 Oct 2014)
Inderjeet Assi
IRN IXA01189
- CF1 Director (AR) (31 Mar 2013 to 29 Jan 2021)
Indermohan Grewal
IRN IXG01136
- CF4 Partner (AR) (22 Jun 2009 to 21 Feb 2010)

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.