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.

Charles Lewis John Lipman
IRN CXL00033
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jan 2021)
- CF4 Partner (AR) (6 May 2010 to 20 Jan 2021)
Charles Sandey
IRN CXS01800
- 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)
Charlotte Angela Whitworth
IRN CAW01102
- CF1 Director (AR) (3 Sep 2009 to 6 Oct 2009)
Charlotte Cisarello
IRN CXJ00067
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
Charlotte Kathleen O'Neill
IRN CXO00026
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 May 2022)
Charlotte Lucy Ferrier
IRN CLF01056
- CF1 Director (AR) (20 May 2017 to 18 Feb 2021)
Charlotte White
IRN CXT00324
- 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 24 Jun 2022)
Chloe Rebecca Dance
IRN CXD00476
- Appointed representative dealing with clients for which they require qualification (20 Jun 2023 to 21 Nov 2023)
Chris Cheetham
IRN CXC00143
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2021)
Chris Ferguson
IRN CXF01393
- CF1 Director (AR) (9 Sep 2013 to 23 Mar 2016)

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.