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.

James Murray
IRN JXM03596
- CF1 Director (AR) (20 Aug 2015 to 13 Jan 2022)
James Nicholas Christian Holland
IRN JNH00012
- CF1 Director (AR) (since 8 Jul 2015)
James Nicholas Wallis Reiss
IRN JNR01056
- CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
James Patrick Armitage
IRN JPA01047
- CF1 Director (AR) (20 Oct 2015 to 21 Mar 2022)
James Patrick Gault
IRN JPG00010
- CF1 Director (AR) (since 3 Mar 2021)
James Patrick Kennedy
IRN JPK00008
- CF4 Partner (AR) (6 Mar 2014 to 21 Mar 2014)
- CF1 Director (AR) (19 Jan 2006 to 21 Jan 2019)
James Paul Butler
IRN JXB01905
- CF1 Director (AR) (6 Aug 2018 to 30 Sep 2022)
- CF4 Partner (AR) (18 May 2016 to 15 Apr 2021)
James Paul Seidenstucker
IRN JPS01278
- CF1 Director (AR) (29 Jun 2016 to 11 Oct 2023)
James Peter Shannon
IRN JPS01251
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2022)
- CF1 Director (AR) (28 Nov 2017 to 29 Jun 2022)
James Phillip Rapley
IRN JPR01132
- CF1 Director (AR) (1 Feb 2008 to 2 Mar 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.