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.

Adrian Paul Moses
IRN APM01184
- CF30 Customer (24 Sep 2013 to 10 Dec 2013)
- CF1 Director (AR) (24 Sep 2013 to 29 Sep 2023)
Adrian Paul Peacock
IRN AXP00393
- Appointed representative dealing with clients for which they require qualification (10 Dec 2020 to 24 Oct 2021)
Adrian Richard Warwick
IRN AXW00172
- 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 19 Dec 2019)
Adrian Roger Kemp
IRN ARK00009
- CF4 Partner (AR) (29 Oct 2010 to 30 Sep 2013)
Adrian Stephen Richardson
IRN ASR01084
- CF1 Director (AR) (24 Apr 2014 to 23 Jul 2019)
Adrian Stuttard
IRN AXS00332
- 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 9 Dec 2019)
Adrian Thomas Grace
IRN ATG01028
- CF2 Non Executive Director (5 Nov 2013 to 7 Aug 2014)
Adrian Thomas Marriott
IRN ATM00002
- CF1 Director (AR) (since 21 Jul 2015)
Agata Maznicka
IRN AXM00851
- Appointed representative dealing with clients for which they require qualification (29 Jun 2021 to 27 Oct 2021)
Agnetha Dobson
IRN AXD00758
- 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 26 May 2023)

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.