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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Austin Philip Fraser Chapman
IRN APC01146
- CF1 Director (AR) (12 Nov 2007 to 26 Nov 2007)
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Avandi van den Bergh
IRN AXV00078
- Appointed representative dealing with clients for which they require qualification (16 Nov 2021 to 25 Feb 2022)
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Avril Davis
IRN AXD00189
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2023)
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Ayodele Johnson
IRN AXJ01443
- CF1 Director (AR) (19 Oct 2016 to 7 Jul 2021)
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Babak Ismayil
IRN BXI01026
- CF1 Director (AR) (since 15 Apr 2024)
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Balvinder Singh
IRN BXS00066
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
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Barbara Wrobel
IRN BXW00157
- Appointed representative dealing with clients for which they require qualification (20 Oct 2022 to 13 Jan 2023)
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Barry Alan May
IRN BAM01075
- CF1 Director (AR) (26 Apr 2013 to 8 Nov 2013)
- CF30 Customer (26 Apr 2013 to 8 Nov 2013)
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Barry Blankley
IRN BSB00007
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
- CF1 Director (AR) (5 Nov 2014 to 16 Oct 2024)
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Barry Graham Robinson
IRN BGR00008
- CF4 Partner (AR) (since 28 May 2015)
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.