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.

  • Fernando Getino

    IRN FXG00001

    • CF1 Director (AR) (7 Oct 2015 to 4 Jun 2020)
  • Filip Gryckiewicz

    IRN FXG00019

    • Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 9 Jul 2024)
  • Filiz Phipps

    IRN FXP00020

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 31 Mar 2025)
  • Fiona Alana Murray

    IRN FAM01034

    • CF1 Director (AR) (30 Jan 2015 to 21 Mar 2016)
  • Fiona Hawthorne

    IRN FXH00001

    • CF1 Director (AR) (27 Mar 2018 to 29 Mar 2018)
  • Fiona Jane Cam

    IRN FXC14867

    • CF1 Director (AR) (13 May 2019 to 11 Dec 2020)
  • Fiona Jane Stevenson

    IRN FXS00199

    • 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 13 May 2025)
  • Fiona Kerr Blues

    IRN FKB01008

    • CF1 Director (AR) (19 Jun 2013 to 31 Mar 2015)
  • Fiona Mary Ward

    IRN FMW01022

    • CF1 Director (AR) (since 2 Apr 2020)
    • CF1 Director (AR) (24 Apr 2014 to 4 Feb 2016)
  • Fiona McLean

    IRN FXM01435

    • CF4 Partner (AR) (8 Feb 2013 to 31 Jan 2017)
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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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