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.

Andrew Robert Withers
IRN ARW01149
- CF1 Director (AR) (17 Oct 2008 to 23 Oct 2009)
Andrew Samuel McBride
IRN AXM73808
- CF1 Director (AR) (13 May 2008 to 2 Jun 2009)
Andrew Scott Pritchard
IRN ASP01075
- CF1 Director (AR) (25 Nov 2008 to 3 Jul 2009)
Andrew Simon Drummond
IRN ASD00006
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2023)
- CF4 Partner (AR) (14 Nov 2012 to 5 May 2023)
Andrew Smith
IRN AXS02337
- CF1 Director (AR) (since 23 Jul 2013)
Andrew Stephen Orwin
IRN AXO00051
- 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)
Andrew Steven Brown
IRN ASB01123
- CF1 Director (AR) (15 Mar 2012 to 13 Oct 2014)
Andrew Stevens
IRN ALS00029
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2021)
- CF1 Director (AR) (3 Dec 2019 to 8 Mar 2021)
Andrew Stevenson
IRN AXS03023
- CF1 Director (AR) (13 Jun 2011 to 19 Jul 2012)
Andrew Tarrant
IRN AKT01020
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 12 Aug 2020)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 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.