Quilter Mortgage Planning Limited

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
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.

Lee Howell
IRN LJH00010
- (2044)CF4 Partner (AR) (23 May 2008 to 10 Nov 2010)
Lee Josephine Haines
IRN LJH01137
- (663)CF1 Director (AR) (2 Jun 2010 to 19 Jun 2023)
Lee Mostyn Parry
IRN LMP01087
- (649)CF1 Director (AR) (22 Mar 2017 to 1 Oct 2020)
Lee Plaister
IRN LXP01226
- (286)CF1 Director (AR) (23 Nov 2006 to 13 Nov 2008)
Lee Robinson
IRN LXR00023
- (1275)CF1 Director (AR) (since 22 Nov 2007)
Lee Roy John Green
IRN LRG01021
- (214)CF1 Director (AR) (26 Apr 2013 to 7 Dec 2016)
Lee Rutland
IRN LXR01358
- (443)CF1 Director (AR) (12 Nov 2016 to 23 Nov 2017)
Lee Simon Sutton
IRN LSS01026
- (2158)CF1 Director (AR) (24 Jul 2006 to 16 Jan 2009)
Lee Spencer Fearon
IRN LSF00005
- (111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (112)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
Lee Spooner
IRN LXS01520
- (1014)CF1 Director (AR) (5 Mar 2014 to 19 Sep 2025)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

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.