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

• Ellis Lowe

  IRN EXC00064

  • Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 11 Jan 2024)
• Elyse Church-Ford

  IRN EXC00063

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Mar 2021)
• Emily Ludgate

  IRN EXL00157

  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 7 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
  • [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
  • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
• Emily Matthew

  IRN EXM00068

  • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 29 Oct 2025)
• Emily Mays

  IRN EXM00062

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
• Emily Walker

  IRN EXW00174

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
• Emma Bryan

  IRN EXB26960

  • CF1 Director (AR) (13 Jan 2020 to 2 Jun 2023)
• Emma Craig

  IRN ELC01048

  • CF1 Director (AR) (25 Nov 2016 to 5 May 2019)
• Emma Flynn

  IRN EXF00060

  • Appointed representative dealing with clients for which they require qualification (25 Feb 2022 to 9 Jun 2023)
• Emma Gardiner

  IRN EXG00023

  • [FCA CF] Manager of certification employee (since 12 Feb 2024)
  • [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 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.