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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Annetta James Radley
IRN AJR00148
- CF4 Partner (AR) (since 20 Jul 2015)
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Annette Lynne Jones
IRN ALJ00006
- 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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Anthony Beresford
IRN AXB00012
- CF1 Director (AR) (since 8 Jul 2015)
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Anthony Bishop
IRN AEB01083
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jun 2023)
- CF1 Director (AR) (19 Mar 2007 to 5 Jun 2023)
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Anthony Buckle
IRN AGB01109
- CF4 Partner (AR) (15 Nov 2011 to 9 Jun 2014)
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Anthony Clegg
IRN AXC02037
- CF4 Partner (AR) (9 Nov 2007 to 29 Mar 2012)
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Anthony Coe
IRN TXC00034
- CF7 Sole Trader (AR) (19 Sep 2006 to 31 Jan 2007)
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Anthony Cribb
IRN AXC00158
- [FCA CF] Manager of certification employee (1 Sep 2020 to 31 May 2022)
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Anthony Donnellan
IRN AMD00023
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2026)
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Anthony Edward Medley
IRN AEM00017
- 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 6 Mar 2023)
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.