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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Ann Barrington
IRN AXB01995
- CF1 Director (AR) (23 Jan 2008 to 31 Aug 2008)
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Ann Catherine Evans
IRN AXE00101
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
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Anna Beth Ryan
IRN AXR00581
- 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 30 Oct 2023)
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Anna Brocklehurst
IRN AXB00458
- CF1 Director (AR) (since 8 Mar 2021)
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Anna Catherine Bartholomew
IRN ACB01184
- CF1 Director (AR) (22 Aug 2014 to 10 Jun 2021)
- CF4 Partner (AR) (17 Feb 2012 to 10 Jun 2021)
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Anna Elizabeth Kellett
IRN AXK00134
- 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)
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Anna Kilby
IRN ALK01042
- CF1 Director (AR) (since 2 Apr 2020)
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Anna Victoria Coles
IRN AVC01022
- CF1 Director (AR) (18 May 2007 to 13 Nov 2008)
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Annabel Lumsden
IRN AJH01677
- CF1 Director (AR) (since 5 Oct 2019)
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Anne Elizabeth Lewis
IRN AEL01055
- CF1 Director (AR) (25 Feb 2013 to 27 May 2015)
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.