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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Edward Hayter
IRN EXH01102
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2022)
- CF1 Director (AR) (2 Oct 2012 to 3 Nov 2022)
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Edward Hilland
IRN EXH01165
- CF1 Director (AR) (29 Mar 2006 to 9 Jul 2008)
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Edward Hugh Rogers
IRN EHR00003
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2022)
- CF1 Director (AR) (13 Dec 2016 to 15 Dec 2016)
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Edward John Rogers Cookman
IRN EJC00015
- CF1 Director (AR) (23 Aug 2007 to 31 Jan 2020)
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Edward Swan
IRN EKS01011
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
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Edyta Puc
IRN EXP00037
- Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 22 Oct 2021)
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Ehtesham Ahmed
IRN EXA00020
- CF1 Director (AR) (28 Aug 2007 to 17 Jun 2009)
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Eileen Cassin
IRN EXC01052
- CF1 Director (AR) (22 Mar 2007 to 13 Mar 2009)
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Eileen Foy
IRN EXF00015
- CF4 Partner (AR) (1 Jul 2015 to 8 Jul 2021)
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Eileen Moran
IRN EXM00067
- 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)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Mortgages In Lincoln Limited
FRN 556537 · Appointed 20 Jul 2011
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Aevans Financial Services Ltd
FRN 554213 · Appointed 23 Jun 2011
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Aspire 2011 LLP
FRN 552224 · Appointed 26 May 2011
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J Pym Finance Ltd
FRN 546139 · Appointed 13 Apr 2011
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Able Wealth Management Limited
FRN 544852 · Appointed 6 Apr 2011
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W8 Financial Services Ltd
FRN 541988 · Appointed 23 Feb 2011
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Paul Knowles
FRN 160387 · Appointed 26 Jan 2011
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Michael Bottomley
FRN 533993 · Appointed 21 Oct 2010
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Citrus Financial Management Ltd
FRN 413291 · Appointed 13 Aug 2010
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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.