Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
Watch for changes

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.

  • Betty-Ann Ambury

    IRN BXA01215

    • CF1 Director (AR) (3 Oct 2007 to 17 Mar 2009)
  • Beulah Antonin

    IRN BXA00066

    • 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 5 Apr 2023)
  • Beverley Ann Quinlan

    IRN BAQ00001

    • CF1 Director (AR) (13 Oct 2008 to 29 May 2009)
  • Beverley Louise Flynn

    IRN BXF00111

    • [FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
    • [FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
  • Beverley Rae Marie Loggia

    IRN BRL00007

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
  • Beverly Malcolm

    IRN BXM00112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
  • Bharathi Bayrajee

    IRN BXB01471

    • CF1 Director (AR) (12 May 2011 to 7 Jan 2013)
  • Bharatkumar Vipinchandra Desai

    IRN BVD00002

    • CF1 Director (AR) (31 May 2007 to 22 Jun 2011)
  • Bhavesh Wadher

    IRN BXW00136

    • Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 22 Apr 2021)
  • Bhawana Shrestha

    IRN BXS02128

    • CF1 Director (AR) (21 Apr 2016 to 11 Jan 2017)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

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

No changes recorded yet.