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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Amandeep Bahra
IRN AXB02347
- CF1 Director (AR) (20 May 2008 to 19 Jul 2010)
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Amarjit Karwal
IRN AXK01476
- CF1 Director (AR) (19 May 2008 to 16 Oct 2009)
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Ambareen Mirza
IRN AXM02001
- CF1 Director (AR) (18 Dec 2006 to 11 May 2020)
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Amber Louise Harding
IRN XHA01000
- CF1 Director (AR) (20 Aug 2012 to 31 Oct 2018)
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Amit Jajodia
IRN AXJ01857
- CF1 Director (AR) (24 Oct 2017 to 19 May 2019)
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Amit Kakkar
IRN AXK01660
- Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 3 Nov 2021)
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Amy Elizabeth Holliday
IRN AXH00448
- Appointed representative dealing with clients for which they require qualification (25 Sep 2020 to 5 Jul 2023)
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Amy Elizabeth Stokes
IRN AXS00282
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 11 Dec 2020)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Amy Louise Callow
IRN AXC03431
- 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 20 Feb 2025)
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Amy Louise Hill
IRN AXH00204
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Andrew Orwin
FRN 837253 · Appointed 20 Mar 2019
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ASW Associates Ltd
FRN 834997 · Appointed 1 Mar 2019
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Leonard Ryan
FRN 834647 · Appointed 27 Feb 2019
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Veritas Wealth & Financial Solutions Ltd
FRN 833555 · Appointed 19 Feb 2019
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Nicholas Tutton
FRN 832150 · Appointed 30 Jan 2019
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Indigo Mortgage and Financial Services Ltd
FRN 829725 · Appointed 2 Jan 2019
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Family First Financial Ltd
FRN 828443 · Appointed 12 Dec 2018
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Helen Laycock Ltd
FRN 828077 · Appointed 7 Dec 2018
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Rockstone Mortgage & Financial Advice Ltd
FRN 827166 · Appointed 3 Dec 2018
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Nova Mortgages Ltd
FRN 404784 · Appointed 27 Nov 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.