Quilter Mortgage Planning Limited

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
Show 1 limitation Hide limitations
- · 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
Credit Brokering
Debt Advice
Show 1 limitation Hide limitations
- · 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.

Jonathan Leslie Bingham
IRN JLB00039
- (1211)CF1 Director (AR) (31 Mar 2013 to 23 May 2022)
Jonathan Mark Buckley
IRN JMB00010
- (751)CF1 Director (AR) (31 Mar 2013 to 2 Jun 2025)
Jonathan Masters
IRN JXM00215
- (2332)CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
- (2331)CF30 Customer (26 Apr 2013 to 28 Jun 2013)
Jonathan Mcginn
IRN JXM00313
- (1686)Appointed representative dealing with clients for which they require qualification (9 Mar 2020 to 25 Mar 2021)
Jonathan Michael Davies
IRN JMD00005
- (1342)CF4 Partner (AR) (since 19 Aug 2015)
Jonathan Michael Little
IRN JML01069
- (2940)CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
Jonathan Morris
IRN JXM03177
- (744)CF1 Director (AR) (7 Aug 2013 to 17 Jan 2020)
Jonathan Mychalkiw
IRN JXM03160
- (2931)CF1 Director (AR) (7 May 2013 to 3 Dec 2013)
Jonathan Peck
IRN JAP01206
- (638)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (637)21. Advising or arranging (bringing about) equity release transactions
- (639)Appointed representative dealing with clients for which they require qualification (since 8 Apr 2020)
Jonathan Peter Holt
IRN JXH02500
- (699)CF1 Director (AR) (16 Aug 2019 to 10 Sep 2021)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

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.