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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Andrew Hope
IRN AXH01803
- CF1 Director (AR) (27 May 2008 to 21 May 2009)
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Andrew Hughes
IRN AXH00206
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
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Andrew Iain McGlone
IRN AIM01014
- CF1 Director (AR) (19 Jan 2022 to 22 Apr 2025)
- CF3 Chief Executive (AR) (19 Jan 2022 to 22 Apr 2025)
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Andrew Ian Foster
IRN AIF00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
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Andrew James Edwards
IRN AJE01125
- CF1 Director (AR) (27 Dec 2018 to 18 Feb 2020)
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Andrew James Grant
IRN AJG01302
- CF1 Director (AR) (27 Dec 2006 to 1 Jul 2008)
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Andrew James Lewsey
IRN AJL01208
- CF1 Director (AR) (5 May 2006 to 3 Nov 2006)
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Andrew James Morris
IRN AXM16334
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 May 2023)
- CF1 Director (AR) (1 Aug 2019 to 2 May 2023)
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Andrew James Ollerton
IRN AJO01074
- CF1 Director (AR) (16 Nov 2015 to 28 Oct 2016)
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Andrew James Pige Leschallas
IRN AXL00123
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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JC Mortgage Brokers Ltd (no longer appointed)
FRN 939684 · Appointed 29 Nov 2020 · Until 11 Jan 2024
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RGM Financial Services Ltd (no longer appointed)
FRN 489984 · Appointed 15 Sep 2020 · Until 26 Oct 2020
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TCS Financial Planning Limited (no longer appointed)
FRN 540225 · Appointed 14 Sep 2020 · Until 11 Oct 2022
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Jim McArthur Financial Services Ltd (no longer appointed)
FRN 201460 · Appointed 3 Sep 2020 · Until 17 Nov 2020
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Hunter Barrington Limited (no longer appointed)
FRN 494042 · Appointed 1 Sep 2020 · Until 30 Sep 2020
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Rodney Neil Financial Services (Blairgowrie) Limited (no longer appointed)
FRN 463440 · Appointed 19 Aug 2020 · Until 30 Jun 2021
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Morrison Personalised Wealth Management Ltd (no longer appointed)
FRN 757964 · Appointed 10 Aug 2020 · Until 30 Oct 2023
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Falcon Financial Planning Ltd (no longer appointed)
FRN 442098 · Appointed 6 Aug 2020 · Until 3 Dec 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.