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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Indianna Gray
IRN IXG00027
- 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 5 Dec 2022)
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Ingrid Gail Johnson
IRN IGJ01008
- CF1 Director (10 Feb 2017 to 19 Apr 2018)
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Intisar Haider
IRN IXH01420
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 May 2021)
- CF1 Director (AR) (30 Nov 2015 to 18 May 2021)
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Iqba Lall
IRN IXL00015
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
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Irving Woolf
IRN IXW00001
- CF4 Partner (AR) (22 Oct 2007 to 20 Feb 2013)
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Ishtiaq Farooqui
IRN IXF01154
- CF1 Director (AR) (4 Jun 2014 to 13 Sep 2016)
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Ishvinder Singh
IRN IXS01322
- CF1 Director (AR) (22 Sep 2017 to 1 May 2018)
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Isla Marie Killen
IRN IXK01107
- CF1 Director (AR) (26 May 2006 to 4 Jan 2012)
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Iuliana Petruta Petcu
IRN IXP00029
- Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
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Ivan Graham Logan
IRN IGL00011
- CF1 Director (AR) (12 Feb 2014 to 23 Mar 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.