Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

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
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

Senior staff personally approved by the FCA to hold their roles here.

Jonathan Dean Grace
IRN JDG00013
- (1218)CF1 Director (AR) (since 15 Jul 2015)
Jonathan Edward Billingham
IRN JEB01283
- (881)CF1 Director (AR) (31 Oct 2016 to 29 Nov 2017)
Jonathan Edward Taylor
IRN JET00018
- (2330)CF1 Director (AR) (2 Jul 2020 to 30 Dec 2020)
Jonathan Harry Shepherd
IRN JHS01114
- (1061)[FCA CF] Functions requiring qualifications (26 Aug 2021 to 18 Feb 2022)
Jonathan Harwood
IRN JXH01207
- (1433)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 4 Dec 2025)
Jonathan Hems
IRN JXH00565
- (2298)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 4 Jul 2024)
Jonathan Higgins
IRN JXH00552
- (1545)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2022)
Jonathan James Bryan
IRN JJB00037
- (1164)CF1 Director (AR) (8 Apr 2020 to 2 Jan 2024)
Jonathan James Finlay
IRN JJF00006
- (2580)CF1 Director (AR) (5 Sep 2006 to 30 Jul 2009)
Jonathan Kinsley
IRN JXK35825
- (528)[FCA CF] Manager of certification employee (since 14 Jul 2025)

Smaller firms operating under this firm's FCA authorisation.

AJM Financial Limited (no longer appointed)
FRN 844385 · Appointed 19 Jun 2019 · Until 2 May 2023
Tom Dalley Financial Solutions Ltd (no longer appointed)
FRN 843531 · Appointed 6 Jun 2019 · Until 27 Nov 2023
Stephen Holt (no longer appointed)
FRN 842667 · Appointed 23 May 2019 · Until 20 May 2022
Andrew Doherty (no longer appointed)
FRN 409777 · Appointed 23 May 2019 · Until 14 Jun 2024
JMFS Financial Planning Ltd (no longer appointed)
FRN 842302 · Appointed 21 May 2019 · Until 29 Feb 2024
Intelligent Wealth Lifetime Partners Ltd (no longer appointed)
FRN 841444 · Appointed 10 May 2019 · Until 27 Mar 2024
John Ferro (no longer appointed)
FRN 215415 · Appointed 9 May 2019 · Until 10 Jun 2021
Citreas Life Ltd (no longer appointed)
FRN 841548 · Appointed 8 May 2019 · Until 11 Dec 2020
Haworths Financial Services Ltd (no longer appointed)
FRN 840296 · Appointed 16 Apr 2019 · Until 23 Apr 2019
Nathan Ledward (no longer appointed)
FRN 840261 · Appointed 15 Apr 2019 · Until 29 May 2024

Updates to this firm's record on the FCA register.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.