Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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

• Clare Viner

  IRN CXV01209

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF1 Director (AR) (since 21 Dec 2017)
• Clarke Allison Calley

  IRN CAC00021

  • CF1 Director (AR) (16 Oct 2006 to 10 Sep 2008)
• Cledwyn Gareth Jones

  IRN CGJ01020

  • CF1 Director (AR) (21 Jul 2008 to 21 Jul 2008)
• Clifford John Hammond

  IRN CJH00033

  • CF1 Director (AR) (30 Jul 2015 to 1 May 2018)
• Clifford John Howard

  IRN CJH01279

  • CF1 Director (AR) (4 Oct 2006 to 28 Sep 2007)
• Clifford Richard Welsby

  IRN CRW00020

  • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 3 Nov 2006)
  • CF1 Director (AR) (12 Apr 2006 to 3 Nov 2006)
• Clifford Walker

  IRN CPW00016

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 8 Jul 2022)
• Clive Anthony Lamb

  IRN CAL00027

  • CF1 Director (AR) (29 Feb 2008 to 27 May 2011)
• Clive Lewis

  IRN CXL00061

  • CF1 Director (AR) (9 Feb 2015 to 15 Jun 2018)
• Clive Morden

  IRN CXM00052

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF4 Partner (AR) (since 24 Jul 2007)

• Ferris & Culverwell Financial Services Ltd

  FRN 220183 · Appointed 25 Jul 2006

• Richmond Hill Financial Ltd

  FRN 453294 · Appointed 13 Jun 2006

• Barfield Financial Advisors Ltd

  FRN 451574 · Appointed 1 Jun 2006

• 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

No changes recorded yet.