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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Akhil Kumar Satsangi
IRN AXS00034
- CF1 Director (AR) (since 3 Aug 2015)
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Akhtarul Islam Choudhury
IRN AIC00007
- 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 2021)
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Akshay Shah
IRN AXS00643
- Appointed representative dealing with clients for which they require qualification (9 Nov 2020 to 12 Oct 2021)
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Alan Barlow
IRN AXB00603
- [FCA CF] Functions requiring qualifications (1 Feb 2021 to 17 Jul 2023)
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Alan Christopher Murray
IRN ACM01157
- CF1 Director (AR) (since 17 May 2013)
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Alan Clive Bourne
IRN ACB00050
- [FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2020)
- CF1 Director (AR) (1 Jun 2006 to 10 Jun 2008)
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Alan Crook
IRN AXC03288
- 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 26 Sep 2017)
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Alan Gordon
IRN AXG00895
- 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 15 Apr 2024)
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Alan Hewitt
IRN AXH00203
- Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 27 Nov 2020)
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Alan Hood
IRN AXH00033
- CF1 Director (AR) (15 May 2006 to 21 Jan 2009)
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.