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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Fernando Getino
IRN FXG00001
- CF1 Director (AR) (7 Oct 2015 to 4 Jun 2020)
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Filip Gryckiewicz
IRN FXG00019
- Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 9 Jul 2024)
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Filiz Phipps
IRN FXP00020
- Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 31 Mar 2025)
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Fiona Alana Murray
IRN FAM01034
- CF1 Director (AR) (30 Jan 2015 to 21 Mar 2016)
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Fiona Hawthorne
IRN FXH00001
- CF1 Director (AR) (27 Mar 2018 to 29 Mar 2018)
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Fiona Jane Cam
IRN FXC14867
- CF1 Director (AR) (13 May 2019 to 11 Dec 2020)
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Fiona Jane Stevenson
IRN FXS00199
- 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 13 May 2025)
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Fiona Kerr Blues
IRN FKB01008
- CF1 Director (AR) (19 Jun 2013 to 31 Mar 2015)
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Fiona Mary Ward
IRN FMW01022
- CF1 Director (AR) (since 2 Apr 2020)
- CF1 Director (AR) (24 Apr 2014 to 4 Feb 2016)
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Fiona McLean
IRN FXM01435
- CF4 Partner (AR) (8 Feb 2013 to 31 Jan 2017)
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.