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
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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
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.

Kenneth William Milton
IRN KWM01021
- (174)CF1 Director (AR) (6 Jul 2007 to 23 Sep 2007)
Kenneth William Shaw
IRN KWS00009
- (264)CF1 Director (AR) (13 Sep 2006 to 22 Jul 2008)
Kenton Bradley Simpson
IRN KBS00008
- (639)CF1 Director (AR) (27 Oct 2006 to 13 Jul 2010)
Kerrie-Anne Kerr
IRN KXK00169
- (1483)Appointed representative dealing with clients for which they require qualification (19 Aug 2021 to 22 Mar 2024)
Kerry Brian Hollowell
IRN KBH00003
- (302)CF1 Director (AR) (5 Mar 2013 to 13 Dec 2019)
Kerry Jane Jones
IRN KJL01067
- (541)11. Pension transfer specialist
- (543)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
- (542)[FCA CF] Client dealing (since 1 Sep 2020)
Kerry Louise Waite
IRN KXW00202
- (1494)Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 4 Jan 2023)
Kerry Mitchelmore
IRN KXM00636
- (1432)Appointed representative dealing with clients for which they require qualification (9 Oct 2023 to 29 Jan 2024)
Kerry Mitchelmore
IRN KXM00632
- (2762)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 24 Jan 2025)
Kerry Moll
IRN KXM00121
- (1874)[FCA CF] Significant management (1 Sep 2020 to 2 Sep 2020)

Smaller firms operating under this firm's FCA authorisation.

Prospect Financial Ltd
FRN 477532 · Appointed 11 Jan 2008
Total Home Loans Ltd
FRN 476653 · Appointed 18 Dec 2007
Broadview Financial Services Ltd
FRN 475431 · Appointed 20 Nov 2007
Laurie Grais
FRN 224906 · Appointed 12 Nov 2007
Easier Finances Limited
FRN 458140 · Appointed 9 Nov 2007
Heatherwood Financial Services
FRN 175006 · Appointed 2 Oct 2007
Mark Gregory Limited
FRN 221396 · Appointed 13 Aug 2007
Beals Mortgage and Financial Services Limited
FRN 471442 · Appointed 9 Aug 2007
NI Financial Directions Ltd
FRN 224312 · Appointed 2 Aug 2007
Private & Commercial Lifetime Partners Limited
FRN 200847 · Appointed 11 Jun 2007

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.