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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Andrew James Robb
IRN AJR00017
- CF4 Partner (AR) (22 Jul 2015 to 27 Oct 2020)
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Andrew James Sewell
IRN AJS01443
- CF1 Director (AR) (1 Oct 2008 to 22 Oct 2010)
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Andrew James Vance
IRN AJV01061
- CF1 Director (AR) (18 Nov 2013 to 15 Nov 2015)
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Andrew John Eldon Hebden
IRN AXH00238
- Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 2 Jan 2026)
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Andrew John Morris
IRN AJM00030
- CF1 Director (AR) (11 Feb 2014 to 27 May 2017)
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Andrew John Price
IRN AJP00086
- CF1 Director (AR) (since 20 Jul 2015)
- CF1 Director (AR) (2 Jul 2009 to 20 Jul 2012)
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Andrew John Shirley Ross
IRN AJR01200
- Director of firm who is not a certification employee or a SMF manager (since 1 Jan 2026)
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Andrew Jones Walker
IRN AJW01336
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Apr 2024)
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Andrew Kearney
IRN AXK01471
- CF1 Director (AR) (29 May 2007 to 23 Oct 2007)
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Andrew Lawrence
IRN AJL00064
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
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.