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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Amandeep Bahra
IRN AXB02347
- CF1 Director (AR) (20 May 2008 to 19 Jul 2010)
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Amarjit Karwal
IRN AXK01476
- CF1 Director (AR) (19 May 2008 to 16 Oct 2009)
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Ambareen Mirza
IRN AXM02001
- CF1 Director (AR) (18 Dec 2006 to 11 May 2020)
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Amber Louise Harding
IRN XHA01000
- CF1 Director (AR) (20 Aug 2012 to 31 Oct 2018)
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Amit Jajodia
IRN AXJ01857
- CF1 Director (AR) (24 Oct 2017 to 19 May 2019)
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Amit Kakkar
IRN AXK01660
- Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 3 Nov 2021)
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Amy Elizabeth Holliday
IRN AXH00448
- Appointed representative dealing with clients for which they require qualification (25 Sep 2020 to 5 Jul 2023)
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Amy Elizabeth Stokes
IRN AXS00282
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 11 Dec 2020)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Amy Louise Callow
IRN AXC03431
- 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 20 Feb 2025)
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Amy Louise Hill
IRN AXH00204
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Grosvenor Place Wealth Management Ltd
FRN 490185 · Appointed 16 Oct 2008
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JPK Financial Limited
FRN 489725 · Appointed 6 Oct 2008
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Lisa Bardell
FRN 489105 · Appointed 19 Sep 2008
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Purely Mortgages (Rugby) Ltd
FRN 460163 · Appointed 8 Sep 2008
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Annette Jones
FRN 214157 · Appointed 8 Jul 2008
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Blueprint Financial Solutions Ltd
FRN 409853 · Appointed 30 Jun 2008
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Heritage Estates (Leicester) Limited
FRN 485408 · Appointed 26 Jun 2008
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MCD Wealth Management Ltd
FRN 484454 · Appointed 10 Jun 2008
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Brighthelm Financial Ltd
FRN 483484 · Appointed 19 May 2008
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Lifetime Wealth Management Limited
FRN 400358 · Appointed 23 Apr 2008
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.