Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

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
    • · 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

    Show 1 limitation
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ali Theolorr Dabash Saber

    IRN ATS01040

    • CF1 Director (AR) (12 May 2009 to 1 Jan 2012)
  • Alice Megan Bower

    IRN AXB00214

    • Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 31 Jul 2021)
  • Alice Sarah Rose

    IRN AXR68420

    • Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 6 Jul 2021)
  • Alicia Komiszczo

    IRN AXK02145

    • CF1 Director (AR) (2 Feb 2012 to 8 Aug 2013)
  • Alison Catherine Hall

    IRN ACH01147

    • CF1 Director (AR) (8 May 2007 to 23 May 2012)
    • CF4 Partner (AR) (5 May 2006 to 8 May 2007)
  • Alison Chandler

    IRN AXC01578

    • CF1 Director (AR) (24 Dec 2020 to 4 May 2021)
  • Alison Clare Munro Morris

    IRN AXM23608

    • SMF11 Chair of the Audit Committee (since 1 Oct 2025)
    • Director of firm who is not a certification employee or a SMF manager (9 Sep 2024 to 30 Sep 2025)
  • Alison Howie

    IRN AXH00436

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
  • Alison Jane Langstone Bolt

    IRN AJL01250

    • CF1 Director (AR) (4 Mar 2013 to 8 Sep 2015)
  • Alison Jayne Howard

    IRN AJH01501

    • CF1 Director (AR) (1 Sep 2006 to 9 Oct 2009)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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