Quilter Mortgage Planning Limited

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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
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- · 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

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

James Clark
IRN JXC02221
- CF1 Director (AR) (since 6 Mar 2014)
James Daniel Newman
IRN JXN00159
- CF1 Director (AR) (16 Sep 2021 to 29 Apr 2025)
James David Abram
IRN JXA08048
- CF1 Director (AR) (26 Feb 2019 to 13 Oct 2020)
James Docherty
IRN JXD00179
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
James Duffy
IRN JXD00180
- 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)
James Elliot John Mathews
IRN JEM01182
- CF1 Director (AR) (18 Oct 2007 to 7 Oct 2008)
James Elsaba
IRN JXE01287
- CF1 Director (AR) (3 Jan 2008 to 10 Oct 2020)
James Eneas
IRN JXE01386
- CF1 Director (AR) (1 Aug 2013 to 18 Aug 2015)
James English
IRN JXE00064
- 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)
James Ernest Van Mechelen
IRN JEV01023
- CF1 Director (AR) (17 Feb 2014 to 26 Aug 2022)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.