Quilter Mortgage Planning Limited

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
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.

Julie Clayton
IRN JDC00041
- (560)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (561)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Julie Elizabeth Longmuir
IRN JEL00007
- (259)CF1 Director (AR) (13 Sep 2006 to 21 Apr 2016)
Julie Elizabeth Sides
IRN JXS00258
- (1627)Appointed representative dealing with clients for which they require qualification (7 Sep 2020 to 17 Aug 2021)
Julie Michelle Stolworthy
IRN JXS01990
- (403)CF4 Partner (AR) (16 Oct 2006 to 31 Dec 2008)
Julie Sadler
IRN JXS02792
- (676)[FCA CF] Significant management (since 1 May 2021)
- (995)SMF17 Money Laundering Reporting Officer (MLRO) (23 Jan 2025 to 10 Nov 2025)
- (996)[FCA CF] Manager of certification employee (1 May 2021 to 1 Jul 2023)
Julie Whitworth
IRN JXW01749
- (820)CF4 Partner (AR) (24 Nov 2006 to 3 May 2022)
Julie Wilby
IRN JXW00213
- (2755)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Nov 2021)
Julie Woolmer
IRN JCM01169
- (2864)[FCA CF] Manager of certification employee (1 Sep 2020 to 10 Nov 2021)
Juliet Peggy Henstridge
IRN JXH00246
- (1741)Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 5 Sep 2022)
Julita Nikonowicz
IRN JXN01359
- (2248)CF1 Director (AR) (31 Aug 2012 to 18 Apr 2017)

Smaller firms operating under this firm's FCA authorisation.

Philip Heald Ltd (no longer appointed)
FRN 918928 · Appointed 3 Jan 2020 · Until 1 Jul 2021
Deaconsfield Financial Planning Limited (no longer appointed)
FRN 918544 · Appointed 2 Jan 2020 · Until 2 Jan 2024
Happy2 Ltd (no longer appointed)
FRN 918558 · Appointed 19 Dec 2019 · Until 29 Apr 2022
Kinsbourne Wealth Management Limited (no longer appointed)
FRN 917363 · Appointed 2 Dec 2019 · Until 3 Apr 2025
London Belgravia Wealth Management Limited (no longer appointed)
FRN 917290 · Appointed 27 Nov 2019 · Until 3 Jun 2020
RA Wealth Ltd (no longer appointed)
FRN 916889 · Appointed 26 Nov 2019 · Until 18 Dec 2023
Infinity Financial Advisors Ltd (no longer appointed)
FRN 917003 · Appointed 26 Nov 2019 · Until 30 Aug 2023
Harrier Financial Services A G C Ltd (no longer appointed)
FRN 200680 · Appointed 25 Nov 2019 · Until 7 Oct 2020
Lloyd Wells Mortgages Ltd (no longer appointed)
FRN 916517 · Appointed 8 Nov 2019 · Until 30 Oct 2020
Professional Financial Care Limited (no longer appointed)
FRN 540678 · Appointed 22 Oct 2019 · Until 4 Dec 2025

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

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.