Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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

• James Clark

  IRN JXC02221

  • CF1 Director (AR) (since 6 Mar 2014)
• James Daniel Newman

  IRN JXN00159

  • CF1 Director (AR) (16 Sep 2021 to 29 Apr 2025)
• James David Abram

  IRN JXA08048

  • CF1 Director (AR) (26 Feb 2019 to 13 Oct 2020)
• James Docherty

  IRN JXD00179

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
• James Duffy

  IRN JXD00180

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• James Elliot John Mathews

  IRN JEM01182

  • CF1 Director (AR) (18 Oct 2007 to 7 Oct 2008)
• James Elsaba

  IRN JXE01287

  • CF1 Director (AR) (3 Jan 2008 to 10 Oct 2020)
• James Eneas

  IRN JXE01386

  • CF1 Director (AR) (1 Aug 2013 to 18 Aug 2015)
• James English

  IRN JXE00064

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• James Ernest Van Mechelen

  IRN JEV01023

  • CF1 Director (AR) (17 Feb 2014 to 26 Aug 2022)

• 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

No changes recorded yet.