Quilter Mortgage Planning Limited

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
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.

Julia Towarianskyj
IRN JXT00121
- (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Julian Girdler
IRN JXG00101
- (2749)CF4 Partner (AR) (5 Mar 2008 to 15 Oct 2011)
- (2750)CF1 Director (AR) (4 Sep 2006 to 5 Mar 2008)
Julian Kim Monroe
IRN JKM01062
- (1088)CF1 Director (AR) (18 Nov 2015 to 18 Mar 2018)
Julian Mark Docherty
IRN JMD00016
- (2035)CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
Julian Mark Duffill
IRN JMD01282
- (709)CF1 Director (AR) (14 Jan 2014 to 13 Oct 2014)
Julian Mark Swann
IRN JMS00043
- (1184)CF1 Director (AR) (since 7 May 2020)
Julian Roberts Seddon
IRN JXS00136
- (430)CF1 Director (AR) (23 Jun 2015 to 8 Jul 2015)
Julie Anne Lowdon
IRN JAL01301
- (870)CF1 Director (AR) (24 Dec 2015 to 12 Jun 2020)
Julie Bouchere Ashley
IRN JBA01031
- (668)CF1 Director (AR) (14 Apr 2011 to 15 Mar 2021)
Julie Carolan
IRN JXC02164
- (152)CF1 Director (AR) (6 Dec 2007 to 7 Dec 2008)

Smaller firms operating under this firm's FCA authorisation.

The Clear Advice Group Ltd
FRN 452665 · Appointed 31 May 2006
Quilter Financial Advisers Ltd
FRN 452529 · Appointed 25 May 2006
The Phil Jenkin Partnership
FRN 451205 · Appointed 25 Apr 2006
The Mortgage Advice Company Ltd
FRN 450795 · Appointed 13 Apr 2006
The ER Network Ltd
FRN 447808 · Appointed 6 Feb 2006
Stuart Gallagher Financial & Estate Planning Ltd (no longer appointed)
FRN 957230 · Appointed 21 Oct 2021 · Until 21 Oct 2024
David Grammer (no longer appointed)
FRN 200657 · Appointed 19 Mar 2021 · Until 8 Mar 2022
Hawk & Ball Ltd (no longer appointed)
FRN 945360 · Appointed 19 Feb 2021 · Until 19 May 2021
JC Mortgage Brokers Ltd (no longer appointed)
FRN 939684 · Appointed 29 Nov 2020 · Until 11 Jan 2024
RGM Financial Services Ltd (no longer appointed)
FRN 489984 · Appointed 15 Sep 2020 · Until 26 Oct 2020

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

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.