Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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

• David John Dury

  IRN DXD00166

  • Appointed representative dealing with clients for which they require qualification (24 Dec 2020 to 6 Mar 2023)
• David John Jenkins

  IRN DJJ01089

  • CF1 Director (AR) (29 May 2009 to 24 May 2012)
• David John Le Lacheur

  IRN DJL01276

  • CF1 Director (AR) (11 Sep 2015 to 25 Apr 2019)
• David John Marlow

  IRN DJM01383

  • CF1 Director (AR) (30 May 2007 to 31 Jul 2021)
• David John Pollard

  IRN DJP01356

  • CF1 Director (AR) (17 Jun 2016 to 6 Jul 2022)
• David John Randall

  IRN DJR00048

  • CF1 Director (AR) (16 Nov 2015 to 20 Nov 2021)
  • CF4 Partner (AR) (29 Apr 2009 to 18 Nov 2015)
• David John Raven

  IRN DJR01264

  • CF1 Director (AR) (8 Jul 2008 to 11 Aug 2009)
• David John Reynolds

  IRN DJR00032

  • CF1 Director (AR) (since 31 Mar 2013)
• David John Rimmer

  IRN DJR00010

  • CF30 Customer (26 Apr 2013 to 23 Aug 2013)
  • CF1 Director (AR) (26 Apr 2013 to 2 Aug 2013)
• David John Tiller

  IRN DXT22473

  • SMF18 Other Overall Responsibility (21 Oct 2022 to 28 Dec 2022)
  • [FCA CF] Significant management (10 Feb 2022 to 28 Dec 2022)
  • [FCA CF] Material risk taker (10 Feb 2022 to 28 Dec 2022)
  • [FCA CF] Manager of certification employee (10 Feb 2022 to 28 Dec 2022)

• 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

• Mansion Mortgages Limited (no longer appointed)

  FRN 840238 · Appointed 15 Apr 2019 · Until 24 Dec 2019

• Nathan Ledward (no longer appointed)

  FRN 840261 · Appointed 15 Apr 2019 · Until 29 May 2024

• Shawshank Financial Services Limited (no longer appointed)

  FRN 839962 · Appointed 10 Apr 2019 · Until 3 Mar 2021

• Kap Financial Solutions Ltd (no longer appointed)

  FRN 573472 · Appointed 10 Apr 2019 · Until 22 Oct 2019

• Magda Kujawska (no longer appointed)

  FRN 838677 · Appointed 28 Mar 2019 · Until 1 Dec 2020

• Ablestoke Financial Advisers Ltd (no longer appointed)

  FRN 837223 · Appointed 26 Mar 2019 · Until 19 Nov 2024

• Zenith Financial Planning Limited (no longer appointed)

  FRN 836308 · Appointed 19 Mar 2019 · Until 4 Mar 2021

• Optimize Financial Solutions Limited (no longer appointed)

  FRN 460558 · Appointed 18 Mar 2019 · Until 2 Apr 2024

No changes recorded yet.