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 Wills
IRN JEW01068
- CF4 Partner (AR) (1 Nov 2013 to 9 Apr 2021)
Jamie Churchill
IRN JXC00978
- Appointed representative dealing with clients for which they require qualification (25 Nov 2022 to 2 Apr 2024)
Jamie Northcott
IRN JMN00012
- CF1 Director (AR) (since 15 Jan 2008)
- CF4 Partner (AR) (31 Jul 2006 to 15 Jan 2008)
Jamie Stefan Kordecki
IRN JSK01076
- CF1 Director (AR) (7 Sep 2015 to 10 Sep 2021)
Jamie Tyler Alaise
IRN JTA01027
- CF1 Director (AR) (9 Jul 2014 to 26 Nov 2015)
Jamsheed Baman Motafram
IRN JBM01105
- CF1 Director (AR) (8 Feb 2010 to 13 Sep 2021)
Jan Bedregeanu
IRN JXB00684
- 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)
Jane Ann O'Toole
IRN JXO35259
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
Jane Ann Platt
IRN JAP01211
- CF1 Director (AR) (14 Mar 2008 to 9 Dec 2009)
Jane Claire Morris
IRN JCM01212
- CF1 Director (AR) (17 Sep 2015 to 16 Mar 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.