Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Francis Joseph Maunder
IRN FJM00003
- CF4 Partner (AR) (21 Dec 2006 to 24 May 2012)
- CF1 Director (AR) (19 Dec 2006 to 21 Dec 2006)
-
Francisco Jose Mesa Baya
IRN FJM01087
- CF1 Director (AR) (29 May 2015 to 1 Mar 2017)
-
Frank Dudley Stamp
IRN FDS00001
- CF4 Partner (AR) (since 1 Apr 2015)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
-
Frank Rocks
IRN FXR00007
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jul 2021)
-
Fraser McLeod
IRN FXM01793
- CF4 Partner (AR) (since 8 Aug 2018)
-
Frazer Horton
IRN FXH01108
- CF1 Director (AR) (9 Jun 2010 to 22 Feb 2016)
-
Frederick McCarthy
IRN FXM00053
- Appointed representative dealing with clients for which they require qualification (29 Jul 2020 to 23 Dec 2020)
-
Frederick Ortiz
IRN FXO01129
- CF1 Director (AR) (10 Jul 2013 to 18 Sep 2023)
- CF30 Customer (26 Jun 2013 to 27 Jun 2013)
-
Frederick Patten
IRN FXP00019
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
-
Gabriel Anthony O'Doherty
IRN GAO01030
- CF1 Director (AR) (4 Oct 2007 to 29 Mar 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
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
-
Grafton Wealth Management (UK) Limited (no longer appointed)
FRN 758336 · Appointed 14 Oct 2019 · Until 4 Jul 2023
-
Griffin Financial Advice Ltd (no longer appointed)
FRN 847777 · Appointed 6 Sep 2019 · Until 5 May 2022
-
Real Financial Advice Ltd (no longer appointed)
FRN 912544 · Appointed 29 Aug 2019 · Until 28 Apr 2023
-
Sterling Rees Wealth Management Limited (no longer appointed)
FRN 911995 · Appointed 12 Aug 2019 · Until 31 Jan 2025
-
MHC Mortgage & Protection Ltd (no longer appointed)
FRN 912169 · Appointed 9 Aug 2019 · Until 11 Apr 2022
-
Warwickshire Financial Limited (no longer appointed)
FRN 750635 · Appointed 7 Aug 2019 · Until 2 Jun 2020
-
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.