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

• David John Dury

  IRN DXD00166

  • Appointed representative dealing with clients for which they require qualification (24 Dec 2020 to 6 Mar 2023)
• David John Jenkins

  IRN DJJ01089

  • CF1 Director (AR) (29 May 2009 to 24 May 2012)
• David John Le Lacheur

  IRN DJL01276

  • CF1 Director (AR) (11 Sep 2015 to 25 Apr 2019)
• David John Marlow

  IRN DJM01383

  • CF1 Director (AR) (30 May 2007 to 31 Jul 2021)
• David John Pollard

  IRN DJP01356

  • CF1 Director (AR) (17 Jun 2016 to 6 Jul 2022)
• David John Randall

  IRN DJR00048

  • CF1 Director (AR) (16 Nov 2015 to 20 Nov 2021)
  • CF4 Partner (AR) (29 Apr 2009 to 18 Nov 2015)
• David John Raven

  IRN DJR01264

  • CF1 Director (AR) (8 Jul 2008 to 11 Aug 2009)
• David John Reynolds

  IRN DJR00032

  • CF1 Director (AR) (since 31 Mar 2013)
• David John Rimmer

  IRN DJR00010

  • CF30 Customer (26 Apr 2013 to 23 Aug 2013)
  • CF1 Director (AR) (26 Apr 2013 to 2 Aug 2013)
• David John Tiller

  IRN DXT22473

  • SMF18 Other Overall Responsibility (21 Oct 2022 to 28 Dec 2022)
  • [FCA CF] Significant management (10 Feb 2022 to 28 Dec 2022)
  • [FCA CF] Material risk taker (10 Feb 2022 to 28 Dec 2022)
  • [FCA CF] Manager of certification employee (10 Feb 2022 to 28 Dec 2022)

• 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.