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.

Kirsty Wells
IRN KXW00082
- (2770)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2023)
Kris Sebastian
IRN KXS00119
- (1635)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2021)
Kristopher Lee Bolton
IRN KLB01059
- (92)CF1 Director (AR) (31 Dec 2018 to 16 Aug 2019)
Kumaresh Nadarajah
IRN KXN00059
- (1543)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Aug 2021)
Kunal Kapoor
IRN KXK02108
- (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1501)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1502)CF1 Director (AR) (since 10 Sep 2018)
Kwasi Yeboah
IRN KXY01146
- (1974)Appointed representative dealing with clients for which they require qualification (13 Oct 2021 to 12 Jan 2023)
Kwok Hung Ng
IRN KHN00001
- (2773)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2021)
Kyran Fielder
IRN KXF00151
- (1446)Appointed representative dealing with clients for which they require qualification (17 Oct 2022 to 31 Jan 2023)
Lakhbir Singh
IRN LXS01541
- (1009)CF1 Director (AR) (6 Jan 2020 to 18 Dec 2023)
Laura Bradford
IRN LXB30767
- (1933)Appointed representative dealing with clients for which they require qualification (9 Jun 2021 to 14 Apr 2023)

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.