Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
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
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Fernando Getino
IRN FXG00001
- CF1 Director (AR) (7 Oct 2015 to 4 Jun 2020)
-
Filip Gryckiewicz
IRN FXG00019
- Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 9 Jul 2024)
-
Filiz Phipps
IRN FXP00020
- Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 31 Mar 2025)
-
Fiona Alana Murray
IRN FAM01034
- CF1 Director (AR) (30 Jan 2015 to 21 Mar 2016)
-
Fiona Hawthorne
IRN FXH00001
- CF1 Director (AR) (27 Mar 2018 to 29 Mar 2018)
-
Fiona Jane Cam
IRN FXC14867
- CF1 Director (AR) (13 May 2019 to 11 Dec 2020)
-
Fiona Jane Stevenson
IRN FXS00199
- 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 13 May 2025)
-
Fiona Kerr Blues
IRN FKB01008
- CF1 Director (AR) (19 Jun 2013 to 31 Mar 2015)
-
Fiona Mary Ward
IRN FMW01022
- CF1 Director (AR) (since 2 Apr 2020)
- CF1 Director (AR) (24 Apr 2014 to 4 Feb 2016)
-
Fiona McLean
IRN FXM01435
- CF4 Partner (AR) (8 Feb 2013 to 31 Jan 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
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
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.