Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Andrew Hope
IRN AXH01803
- CF1 Director (AR) (27 May 2008 to 21 May 2009)
-
Andrew Hughes
IRN AXH00206
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
-
Andrew Iain McGlone
IRN AIM01014
- CF1 Director (AR) (19 Jan 2022 to 22 Apr 2025)
- CF3 Chief Executive (AR) (19 Jan 2022 to 22 Apr 2025)
-
Andrew Ian Foster
IRN AIF00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
-
Andrew James Edwards
IRN AJE01125
- CF1 Director (AR) (27 Dec 2018 to 18 Feb 2020)
-
Andrew James Grant
IRN AJG01302
- CF1 Director (AR) (27 Dec 2006 to 1 Jul 2008)
-
Andrew James Lewsey
IRN AJL01208
- CF1 Director (AR) (5 May 2006 to 3 Nov 2006)
-
Andrew James Morris
IRN AXM16334
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 May 2023)
- CF1 Director (AR) (1 Aug 2019 to 2 May 2023)
-
Andrew James Ollerton
IRN AJO01074
- CF1 Director (AR) (16 Nov 2015 to 28 Oct 2016)
-
Andrew James Pige Leschallas
IRN AXL00123
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Mortgages In Lincoln Limited
FRN 556537 · Appointed 20 Jul 2011
-
Aevans Financial Services Ltd
FRN 554213 · Appointed 23 Jun 2011
-
Aspire 2011 LLP
FRN 552224 · Appointed 26 May 2011
-
J Pym Finance Ltd
FRN 546139 · Appointed 13 Apr 2011
-
Able Wealth Management Limited
FRN 544852 · Appointed 6 Apr 2011
-
W8 Financial Services Ltd
FRN 541988 · Appointed 23 Feb 2011
-
Paul Knowles
FRN 160387 · Appointed 26 Jan 2011
-
Michael Bottomley
FRN 533993 · Appointed 21 Oct 2010
-
Citrus Financial Management Ltd
FRN 413291 · Appointed 13 Aug 2010
-
Keystone Wealth Management Ltd
FRN 525039 · Appointed 5 Aug 2010
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.