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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Chris Pegler
IRN CXP01450
- CF1 Director (AR) (4 Feb 2014 to 29 Feb 2024)
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Christian John Pepper
IRN CJP01137
- CF1 Director (AR) (since 17 Dec 2008)
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Christian Michael Miles
IRN CXM00333
- Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 30 Jun 2023)
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Christina Louise Melville
IRN CLR01044
- CF1 Director (AR) (23 May 2014 to 21 Jun 2018)
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Christine Karen Cox
IRN CXC90532
- CF4 Partner (AR) (6 Aug 2020 to 1 Nov 2022)
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Christine Poynter
IRN CXJ00057
- 21. Advising or arranging (bringing about) equity release transactions
- 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) (16 Dec 2016 to 29 Aug 2017)
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Christopher Agathangelou
IRN CPA00001
- CF1 Director (AR) (29 Oct 2012 to 14 Mar 2013)
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Christopher Anthony Raymond
IRN CAR01180
- CF1 Director (AR) (26 Jul 2019 to 19 Apr 2023)
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Christopher Anton Eyssell
IRN CAE01043
- [FCA CF] Significant management (22 Aug 2023 to 15 Apr 2025)
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Christopher Bell
IRN CXB00075
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
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.