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.

Dylan Brough
IRN DXB00515
- Appointed representative dealing with clients for which they require qualification (18 Jun 2021 to 25 Apr 2024)
Dylan Edward James
IRN DXJ00174
- Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 21 Feb 2022)
Dylan Noble-Baker
IRN DXN00069
- Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 7 Jun 2021)
Eamon Martin Southwell
IRN EMS00004
- CF1 Director (AR) (8 May 2009 to 8 Apr 2010)
Eamonn Prendergast
IRN ERP01005
- CF1 Director (AR) (27 Feb 2018 to 21 Nov 2024)
Edmund Chisholm
IRN EXC01236
- CF1 Director (AR) (since 14 Feb 2006)
Edmund Curran
IRN EXC00067
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)
Edmund Hastie
IRN EXH01341
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
Eduard Florin Constantinescu
IRN EXC00065
- 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 18 Mar 2020)
Edward Coote Green
IRN ECG01015
- CF1 Director (AR) (12 Feb 2007 to 22 Jun 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.