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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Anthony Francis Tattersall
IRN AFT01027
- CF1 Director (AR) (24 Nov 2006 to 27 Oct 2008)
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Anthony Gareth Davies
IRN AGD00013
- CF1 Director (AR) (18 Apr 2016 to 8 Feb 2017)
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Anthony Gerald Guy Hall
IRN AGH01130
- CF1 Director (AR) (26 Apr 2013 to 17 Sep 2013)
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Anthony Guy Edmeades-Stearns
IRN AGE01024
- CF1 Director (AR) (6 Jan 2014 to 28 Jan 2021)
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Anthony Ian Royle
IRN AIR01008
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Nov 2022)
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Anthony James Muldoon
IRN AJM01512
- CF1 Director (AR) (7 Jul 2006 to 17 Dec 2009)
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Anthony John Beal
IRN AJB00086
- CF1 Director (AR) (since 13 Dec 2012)
- CF4 Partner (AR) (15 Aug 2007 to 26 Feb 2021)
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Anthony John Ewing
IRN AJE01096
- 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)
- CF1 Director (AR) (since 15 Jun 2015)
- CF4 Partner (AR) (26 Jun 2007 to 2 Dec 2019)
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Anthony John Gregori
IRN AJG01325
- Appointed representative dealing with clients for which they require qualification (23 Feb 2023 to 25 Jul 2023)
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Anthony Mark Wellings
IRN AMW00032
- CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Haworths Financial Services Ltd (no longer appointed)
FRN 840296 · Appointed 16 Apr 2019 · Until 23 Apr 2019
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Mansion Mortgages Limited (no longer appointed)
FRN 840238 · Appointed 15 Apr 2019 · Until 24 Dec 2019
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Shawshank Financial Services Limited (no longer appointed)
FRN 839962 · Appointed 10 Apr 2019 · Until 3 Mar 2021
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Kap Financial Solutions Ltd (no longer appointed)
FRN 573472 · Appointed 10 Apr 2019 · Until 22 Oct 2019
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Ablestoke Financial Advisers Ltd (no longer appointed)
FRN 837223 · Appointed 26 Mar 2019 · Until 19 Nov 2024
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Zenith Financial Planning Limited (no longer appointed)
FRN 836308 · Appointed 19 Mar 2019 · Until 4 Mar 2021
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Optimize Financial Solutions Limited (no longer appointed)
FRN 460558 · Appointed 18 Mar 2019 · Until 2 Apr 2024
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.