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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Adam Dean Roberts
IRN ADR01123
- CF1 Director (AR) (18 May 2017 to 18 Nov 2020)
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Adam Fitchett Wells
IRN AXW25310
- CF1 Director (AR) (6 Dec 2019 to 30 Oct 2020)
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Adam Gary Burt
IRN AXB00563
- Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
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Adam Gregory
IRN AXG00163
- 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 9 Dec 2019)
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Adam Hayter
IRN AXH00626
- Appointed representative dealing with clients for which they require qualification (20 Dec 2023 to 13 Jun 2024)
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Adam James Wilson
IRN AXW18179
- CF1 Director (AR) (6 Aug 2019 to 11 Feb 2020)
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Adam John Docwra
IRN AJD01308
- CF1 Director (AR) (12 Nov 2014 to 4 Feb 2016)
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Adam Kenneth Stubbings
IRN AKS01073
- CF1 Director (AR) (7 Mar 2014 to 12 Mar 2026)
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Adam Kirchin
IRN AXK00212
- 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 23 Feb 2024)
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Adam Lee Gearey
IRN ALG01036
- CF1 Director (AR) (5 Mar 2008 to 19 Dec 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Beals Mortgage and Financial Services Limited
FRN 471442 · Appointed 9 Aug 2007
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NI Financial Directions Ltd
FRN 224312 · Appointed 2 Aug 2007
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Private & Commercial Lifetime Partners Limited
FRN 200847 · Appointed 11 Jun 2007
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New Start Financial Services Ltd
FRN 450389 · Appointed 6 Jun 2007
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Park Grove Mortgages Ltd
FRN 449101 · Appointed 4 Jun 2007
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Contempo Financial Services Ltd
FRN 467340 · Appointed 1 May 2007
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The Mortgage Selection Bureau Ltd
FRN 441028 · Appointed 25 Apr 2007
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Emil Thomas Limited
FRN 466126 · Appointed 2 Apr 2007
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Mortgages Explained Ltd
FRN 464938 · Appointed 7 Mar 2007
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Total Mortgage Solution
FRN 461438 · Appointed 15 Dec 2006
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.