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 Kenneth Bowman

  IRN JKB00023

  • CF4 Partner (AR) (16 Oct 2007 to 6 Sep 2011)
• James Kirby

  IRN JXK00295

  • Appointed representative dealing with clients for which they require qualification (7 Mar 2023 to 9 May 2023)
• James Lee Fraser

  IRN JXF00119

  • 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 Mark Shields

  IRN JMS00027

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)
• James Martin Spencer Wyllie

  IRN JMW00077

  • CF1 Director (AR) (2 Mar 2010 to 16 Feb 2011)
• James McGregor

  IRN JXM03565

  • CF1 Director (AR) (7 Jul 2015 to 1 Mar 2017)
• James Michael Chanot

  IRN JMC01378

  • CF1 Director (AR) (5 Nov 2012 to 5 Nov 2014)
• James Mole

  IRN JXM28465

  • CF1 Director (AR) (14 Apr 2020 to 14 Apr 2020)
• James Morton

  IRN JXM00282

  • [FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2021)
• James Moss

  IRN JXM02115

  • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 4 Jul 2022)

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• Griffin Financial Advice Ltd (no longer appointed)

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• Real Financial Advice Ltd (no longer appointed)

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• Sterling Rees Wealth Management Limited (no longer appointed)

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• MHC Mortgage & Protection Ltd (no longer appointed)

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• Warwickshire Financial Limited (no longer appointed)

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• ADK Financial Services Ltd (no longer appointed)

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No changes recorded yet.