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.

Amy Smith
IRN AXS00330
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Amy Young
IRN ALE01024
- CF1 Director (AR) (since 12 Sep 2019)
Andew Philip Jackson
IRN APJ00026
- CF2 Non Executive Director (4 Feb 2010 to 25 Jan 2011)
Andrea Clare Atkins
IRN ACA01077
- CF1 Director (AR) (5 Jul 2018 to 9 Jan 2021)
Andrea Jayne Drew
IRN AJD01388
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2023)
- CF1 Director (AR) (24 Jun 2015 to 1 Aug 2023)
Andrea Kay Shakh
IRN AKS01096
- CF1 Director (AR) (25 Oct 2007 to 23 Dec 2016)
Andrew Acton
IRN AXA02201
- CF1 Director (AR) (10 Sep 2010 to 21 Oct 2011)
Andrew Alexander Jamieson
IRN AAJ00001
- [FCA CF] Functions requiring qualifications (14 Jul 2022 to 17 Oct 2025)
Andrew Barnes
IRN AXB00078
- CF1 Director (AR) (9 Jul 2009 to 11 Feb 2010)
Andrew Bernard Teeman
IRN ABT01037
- CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)

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.