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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Austin Philip Fraser Chapman
IRN APC01146
- CF1 Director (AR) (12 Nov 2007 to 26 Nov 2007)
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Avandi van den Bergh
IRN AXV00078
- Appointed representative dealing with clients for which they require qualification (16 Nov 2021 to 25 Feb 2022)
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Avril Davis
IRN AXD00189
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2023)
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Ayodele Johnson
IRN AXJ01443
- CF1 Director (AR) (19 Oct 2016 to 7 Jul 2021)
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Babak Ismayil
IRN BXI01026
- CF1 Director (AR) (since 15 Apr 2024)
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Balvinder Singh
IRN BXS00066
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
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Barbara Wrobel
IRN BXW00157
- Appointed representative dealing with clients for which they require qualification (20 Oct 2022 to 13 Jan 2023)
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Barry Alan May
IRN BAM01075
- CF1 Director (AR) (26 Apr 2013 to 8 Nov 2013)
- CF30 Customer (26 Apr 2013 to 8 Nov 2013)
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Barry Blankley
IRN BSB00007
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
- CF1 Director (AR) (5 Nov 2014 to 16 Oct 2024)
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Barry Graham Robinson
IRN BGR00008
- CF4 Partner (AR) (since 28 May 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Easy Financial South West Ltd
FRN 846034 · Appointed 22 Jul 2019
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Douglas and Young Ltd
FRN 845713 · Appointed 18 Jul 2019
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Mason Cole Wealth Management Ltd
FRN 845289 · Appointed 11 Jul 2019
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Fiscal Wealth Planning Limited
FRN 844973 · Appointed 1 Jul 2019
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Scott Halliday
FRN 844647 · Appointed 24 Jun 2019
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Redstone Wealth Management Limited
FRN 843533 · Appointed 18 Jun 2019
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Savile Row Financial Services Ltd
FRN 843530 · Appointed 12 Jun 2019
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Temple Walbrook Financial Services Ltd
FRN 843745 · Appointed 10 Jun 2019
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Haworths Financial Services Ltd
FRN 494163 · Appointed 17 Apr 2019
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Freeman Financial Ltd
FRN 837985 · Appointed 1 Apr 2019
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.