Quilter Mortgage Planning Limited

Watch for changes

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
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

Senior staff personally approved by the FCA to hold their roles here.

Ian Archibald Morrison
IRN IAM01036
- CF1 Director (AR) (10 Aug 2020 to 30 Oct 2023)
Ian Bavey
IRN IRB01032
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
- CF1 Director (AR) (12 Mar 2019 to 7 Apr 2026)
Ian Bishop
IRN IXB01182
- CF1 Director (AR) (18 Sep 2008 to 15 Feb 2010)
Ian Brown
IRN IAB00020
- CF1 Director (AR) (since 31 Mar 2013)
Ian Bushell
IRN IXB00053
- 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 20 Nov 2009)
Ian Campbell Bascombe
IRN ICB00027
- CF4 Partner (AR) (6 Jan 2014 to 14 Mar 2018)
Ian Connacher
IRN IXC00048
- [FCA CF] Manager of certification employee (1 Sep 2020 to 9 Sep 2022)
Ian Cowie
IRN IXC00046
- [FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
Ian David Lambert
IRN IDL00005
- CF1 Director (AR) (12 Aug 2015 to 30 Oct 2019)
Ian David White
IRN IDW00006
- CF1 Director (AR) (25 Sep 2008 to 11 Oct 2021)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.