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
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- · 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
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- · 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.

Jill Sutherland
IRN JXS02113
- (552)21. Advising or arranging (bringing about) equity release transactions
- (553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (554)Appointed representative dealing with clients for which they require qualification (since 7 Mar 2023)
Joan Mary Peck
IRN JMP01217
- (646)CF1 Director (AR) (17 Jul 2015 to 21 Dec 2018)
Joanna Healy
IRN JXH02146
- (108)CF1 Director (AR) (20 May 2008 to 29 May 2009)
Joanna Kate Harris
IRN JXH22552
- (1480)SMF18 Other Overall Responsibility (since 8 Jan 2026)
Joanna Kennedy
IRN JXK00086
- (1840)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2022)
- (1839)[FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2022)
Joanna Stickings
IRN JXS03000
- (966)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)
Joanne Agnes Evans
IRN JAH01350
- (1041)Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 15 Dec 2023)
Joanne Claire Ebrey
IRN JXE00008
- (1882)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 27 Jan 2023)
Joanne Julie Moore
IRN JJM00061
- (2482)CF1 Director (AR) (28 Jul 2015 to 13 Mar 2018)
Joanne Karen Canniford
IRN JXC00282
- (1801)Appointed representative dealing with clients for which they require qualification (5 Aug 2020 to 31 Jul 2024)

Smaller firms operating under this firm's FCA authorisation.

Bileri Mortgage Services Ltd (no longer appointed)
FRN 823973 · Appointed 23 Oct 2018 · Until 11 Dec 2020
Different Limited (no longer appointed)
FRN 823837 · Appointed 23 Oct 2018 · Until 20 Nov 2020
Happy Mortgages Ltd (no longer appointed)
FRN 823230 · Appointed 15 Oct 2018 · Until 11 Nov 2024
M J W Pensions & Investments Limited (no longer appointed)
FRN 822777 · Appointed 12 Oct 2018 · Until 29 Nov 2024
JRW Financial Management Ltd (no longer appointed)
FRN 821883 · Appointed 2 Oct 2018 · Until 30 Jan 2026
Mendy & Watt Financial Advisers Limited (no longer appointed)
FRN 821678 · Appointed 26 Sep 2018 · Until 15 Dec 2020
Mark Gillard (no longer appointed)
FRN 506703 · Appointed 25 Sep 2018 · Until 22 Jan 2021
Photay Wealth Management Limited (no longer appointed)
FRN 227042 · Appointed 24 Sep 2018 · Until 6 Aug 2019
Oasis Wealth Management Ltd (no longer appointed)
FRN 820249 · Appointed 7 Sep 2018 · Until 30 Apr 2026
Kaur Finance Limited (no longer appointed)
FRN 819960 · Appointed 31 Aug 2018 · Until 19 Nov 2020

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.