Quilter Mortgage Planning Limited

Watch for changes

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
Show 1 limitation Hide limitations
- · 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 Hide limitations
- · 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.

Antony Peter Cummings
IRN APC00008
- CF1 Director (AR) (since 7 Aug 2015)
Antony Ralston Poole
IRN ARP01109
- CF4 Partner (AR) (24 Oct 2006 to 6 May 2008)
Antony Rogers
IRN ATR01022
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF4 Partner (AR) (since 8 Jul 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
April Bell
IRN AXB00015
- [FCA CF] Manager of certification employee (1 Sep 2020 to 17 Aug 2022)
Arlene McClelland
IRN AXM02170
- CF4 Partner (AR) (20 Dec 2006 to 30 Dec 2011)
Arlene Watson
IRN AXW01987
- CF1 Director (AR) (since 6 Sep 2013)
Arun Kumar Dhand
IRN AKD00001
- CF1 Director (AR) (1 Mar 2007 to 19 Oct 2011)
Arun Ram
IRN AXR00104
- CF1 Director (AR) (since 26 Apr 2013)
- CF30 Customer (26 Apr 2013 to 10 Dec 2013)
Asad Khamisa
IRN AXK01905
- CF1 Director (AR) (2 Jul 2010 to 25 Nov 2014)
Asher Lewis
IRN AXL00125
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Aug 2022)

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.