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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Adewale Abiose
IRN AXA00159
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2021)
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Adrian George Howard
IRN AGH01109
- CF1 Director (AR) (5 Sep 2006 to 9 Oct 2009)
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Adrian Hedley Barlow
IRN AHB00015
- CF4 Partner (AR) (12 Feb 2021 to 10 Mar 2023)
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Adrian Jaggard
IRN AXJ01629
- CF1 Director (AR) (4 Mar 2015 to 31 Aug 2022)
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Adrian John Howard
IRN AJH01678
- CF1 Director (AR) (since 6 Apr 2017)
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Adrian John Webb
IRN AJW00100
- CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
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Adrian Knibbs
IRN AXK01718
- CF1 Director (AR) (30 Sep 2008 to 3 Aug 2010)
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Adrian Malcolm Ford
IRN AXF00083
- [FCA CF] Functions requiring qualifications (21 Sep 2022 to 22 Nov 2023)
- [FCA CF] Client dealing (21 Sep 2022 to 22 Nov 2023)
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Adrian Mark Keane-Munday
IRN AMK00016
- [FCA CF] Manager of certification employee (2 Mar 2022 to 1 Jul 2023)
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Adrian Maskill
IRN AAM00011
- CF1 Director (AR) (since 21 Aug 2015)
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.