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.

Jeremy Brown
IRN JXB03581
- CF1 Director (AR) (since 6 Apr 2017)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
Jeremy Douglas Charles
IRN JDC01152
- CF2 Non Executive Director (19 Jun 2014 to 30 Jun 2016)
Jeremy Duncan Greaves
IRN JDG00001
- CF1 Director (AR) (26 Jan 2016 to 2 Dec 2024)
Jeremy Edward Cox
IRN JEC00034
- CF4 Partner (AR) (9 Sep 2020 to 1 Nov 2022)
Jeremy Kenneth Charles Crane
IRN JKC00007
- CF1 Director (AR) (5 Apr 2013 to 31 Jan 2014)
Jeremy Kosiner
IRN JJK00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2025)
- CF1 Director (AR) (3 Jun 2015 to 5 Nov 2025)
Jeremy Martin Scott
IRN JMS01422
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2021)
- CF1 Director (AR) (26 Jul 2017 to 27 Oct 2025)
Jeremy Mugridge
IRN JXM34943
- [FCA CF] Significant management (6 May 2022 to 26 Jun 2025)
Jeremy Nigel Holt
IRN JNH00003
- CF30 Customer (20 Aug 2018 to 5 Oct 2018)
Jeremy Sieglar
IRN JXS00260
- 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)

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.