Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Abbie Victoria Beck
IRN AVB01009
- CF1 Director (AR) (10 Jul 2006 to 17 Dec 2009)
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Abdul Karimjee
IRN AXK50431
- Appointed representative dealing with clients for which they require qualification (26 Sep 2020 to 13 Jun 2022)
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Abdul Kuddus
IRN AXK02205
- 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 11 Jun 2012)
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Abdul Mohan
IRN AXM04832
- CF1 Director (AR) (21 Dec 2017 to 12 Mar 2021)
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Abdul Mueed Choudhury
IRN AMC01265
- CF1 Director (AR) (8 Jul 2011 to 12 Jan 2012)
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Abirami Rasaratnam
IRN AXR02297
- CF1 Director (AR) (27 Nov 2013 to 10 Dec 2013)
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Adam Armitage
IRN AXA00160
- 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)
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Adam Bourner
IRN AXB01993
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
- CF1 Director (AR) (26 Nov 2013 to 9 Feb 2021)
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Adam Butler
IRN AXB00330
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jan 2023)
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Adam Carl Stiles
IRN AXS00331
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Debra Garner
FRN 919672 · Appointed 16 Jan 2020
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Beech Tree Financial Advice Limited
FRN 919155 · Appointed 14 Jan 2020
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The Mortgage Partners Ltd
FRN 918709 · Appointed 23 Dec 2019
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Ebbisham Financial Solutions Ltd
FRN 918543 · Appointed 19 Dec 2019
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Nicholas Walker
FRN 216034 · Appointed 29 Nov 2019
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Yolo Wealth Management Ltd
FRN 913100 · Appointed 23 Sep 2019
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Ginkgo Financial Ltd
FRN 912144 · Appointed 13 Aug 2019
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Mortgage Theory Ltd
FRN 912222 · Appointed 12 Aug 2019
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Infinite Financial Planning Ltd
FRN 912046 · Appointed 9 Aug 2019
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Olive Tree Wealth Management Ltd
FRN 912032 · Appointed 9 Aug 2019
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.