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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- Scott Financial Consultants Ltd
IRN XXS01035
- CF4 Partner (AR) (29 Oct 2015 to 21 Apr 2023)
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. Dart Mortgages Ltd
IRN XXD01118
- CF4 Partner (AR) (5 Jul 2018 to 1 Oct 2021)
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Aaron Boyle
IRN AXB00327
- Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 8 Jan 2021)
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Aaron Edward Charles Swan
IRN AXS04990
- CF1 Director (AR) (2 Dec 2023 to 24 Apr 2024)
- Appointed representative dealing with clients for which they require qualification (21 Sep 2023 to 24 Jul 2024)
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Aaron Michael Forster
IRN AXF00100
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
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Aaron Shaw
IRN AXS00327
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
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Aaron Taghdiri
IRN AXT00140
- Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 3 Dec 2021)
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Aaron Tyson
IRN AXT00114
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
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Abbas Khan
IRN AXK02564
- CF1 Director (AR) (7 May 2015 to 7 Dec 2015)
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Abbie Chapman
IRN AXC00624
- Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 16 Dec 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Harrier Financial Services A G C Ltd (no longer appointed)
FRN 200680 · Appointed 25 Nov 2019 · Until 7 Oct 2020
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Lloyd Wells Mortgages Ltd (no longer appointed)
FRN 916517 · Appointed 8 Nov 2019 · Until 30 Oct 2020
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Professional Financial Care Limited (no longer appointed)
FRN 540678 · Appointed 22 Oct 2019 · Until 4 Dec 2025
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Grafton Wealth Management (UK) Limited (no longer appointed)
FRN 758336 · Appointed 14 Oct 2019 · Until 4 Jul 2023
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Griffin Financial Advice Ltd (no longer appointed)
FRN 847777 · Appointed 6 Sep 2019 · Until 5 May 2022
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Real Financial Advice Ltd (no longer appointed)
FRN 912544 · Appointed 29 Aug 2019 · Until 28 Apr 2023
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Sterling Rees Wealth Management Limited (no longer appointed)
FRN 911995 · Appointed 12 Aug 2019 · Until 31 Jan 2025
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MHC Mortgage & Protection Ltd (no longer appointed)
FRN 912169 · Appointed 9 Aug 2019 · Until 11 Apr 2022
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Warwickshire Financial Limited (no longer appointed)
FRN 750635 · Appointed 7 Aug 2019 · Until 2 Jun 2020
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ADK Financial Services Ltd (no longer appointed)
FRN 845865 · Appointed 15 Jul 2019 · Until 24 Feb 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.