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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Ali Theolorr Dabash Saber
IRN ATS01040
- CF1 Director (AR) (12 May 2009 to 1 Jan 2012)
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Alice Megan Bower
IRN AXB00214
- Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 31 Jul 2021)
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Alice Sarah Rose
IRN AXR68420
- Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 6 Jul 2021)
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Alicia Komiszczo
IRN AXK02145
- CF1 Director (AR) (2 Feb 2012 to 8 Aug 2013)
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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)
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Alison Chandler
IRN AXC01578
- CF1 Director (AR) (24 Dec 2020 to 4 May 2021)
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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)
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Alison Howie
IRN AXH00436
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
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Alison Jane Langstone Bolt
IRN AJL01250
- CF1 Director (AR) (4 Mar 2013 to 8 Sep 2015)
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Alison Jayne Howard
IRN AJH01501
- CF1 Director (AR) (1 Sep 2006 to 9 Oct 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ferris & Culverwell Financial Services Ltd
FRN 220183 · Appointed 25 Jul 2006
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Richmond Hill Financial Ltd
FRN 453294 · Appointed 13 Jun 2006
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Barfield Financial Advisors Ltd
FRN 451574 · Appointed 1 Jun 2006
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The Clear Advice Group Ltd
FRN 452665 · Appointed 31 May 2006
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Quilter Financial Advisers Ltd
FRN 452529 · Appointed 25 May 2006
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The Phil Jenkin Partnership
FRN 451205 · Appointed 25 Apr 2006
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The Mortgage Advice Company Ltd
FRN 450795 · Appointed 13 Apr 2006
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The ER Network Ltd
FRN 447808 · Appointed 6 Feb 2006
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Stuart Gallagher Financial & Estate Planning Ltd (no longer appointed)
FRN 957230 · Appointed 21 Oct 2021 · Until 21 Oct 2024
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.