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.

Daniel Kitchener
IRN DXK00070
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Apr 2021)
Daniel Marshall
IRN DXM00213
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
Daniel Marshall
IRN DXM00613
- Appointed representative dealing with clients for which they require qualification (26 Apr 2021 to 6 Mar 2023)
Daniel Matthew Baynton
IRN DXB00712
- SMF5 Head of Internal Audit (since 26 Jan 2023)
Daniel Paul Aslett
IRN DXA00073
- CF1 Director (AR) (31 Mar 2013 to 28 Apr 2014)
Daniel Philip Thomas
IRN DPT00020
- CF1 Director (AR) (29 Aug 2012 to 20 Sep 2019)
Daniel Philpott
IRN DXP00111
- 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)
Daniel Prowse
IRN DXP00112
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Oct 2022)
Daniel Quinn
IRN DXQ00009
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
Daniel Shearan
IRN DXS02251
- CF1 Director (AR) (8 Mar 2012 to 2 Dec 2013)

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.