Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ian John Rowling

    IRN IJR01017

    • CF1 Director (AR) (30 May 2007 to 8 May 2008)
  • Ian Jonathan Thorne

    IRN IJT00007

    • 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)
  • Ian Karl Nicholson

    IRN IKN00001

    • CF1 Director (AR) (5 Jun 2009 to 13 Jan 2020)
    • CF22 Investment Adviser (Trainee) (26 Apr 2006 to 26 Apr 2006)
    • CF4 Partner (AR) (26 Apr 2006 to 16 Jan 2008)
  • Ian Maudsley

    IRN IXM00071

    • 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)
  • Ian Meekins

    IRN IMM00008

    • CF1 Director (AR) (5 Jul 2006 to 29 Jan 2024)
  • Ian Michael Harris

    IRN IMH00010

    • CF1 Director (AR) (21 Nov 2013 to 18 Jul 2018)
  • Ian Michael Smith

    IRN IMS00013

    • CF1 Director (AR) (3 Jul 2007 to 5 Aug 2009)
  • Ian Nicholson

    IRN IXN00008

    • 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)
  • Ian Perryman

    IRN ICP00002

    • 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 30 Apr 2006)
    • CF30 Customer (1 Nov 2007 to 18 Jan 2011)
    • CF22 Investment Adviser (Trainee) (30 Apr 2006 to 31 Oct 2007)
  • Ian Peter Marriott

    IRN IXM00070

    • 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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