Quilter Mortgage Planning Limited

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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
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- · 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

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)

Smaller firms operating under this firm's FCA authorisation.

South Somerset Mortgages Ltd
FRN 457099 · Appointed 21 Nov 2006
Allenby & Todd Ltd
FRN 161056 · Appointed 14 Nov 2006
Dunnottar Insurance Services Ltd
FRN 412777 · Appointed 7 Nov 2006
Financial Solutions NW Ltd
FRN 413035 · Appointed 30 Oct 2006
Liam Keenan Mortgages
FRN 459174 · Appointed 26 Oct 2006
David Warnock
FRN 458800 · Appointed 19 Oct 2006
Mortgage Connections UK Limited
FRN 407627 · Appointed 13 Oct 2006
Lakeside Financial Solutions Ltd
FRN 432425 · Appointed 9 Oct 2006
Tre Monti
FRN 457626 · Appointed 25 Sep 2006
Face 2 Face Financial Services South West Limited
FRN 455145 · Appointed 26 Jul 2006

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.