Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Adewale Abiose
IRN AXA00159
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2021)
Adrian George Howard
IRN AGH01109
- CF1 Director (AR) (5 Sep 2006 to 9 Oct 2009)
Adrian Hedley Barlow
IRN AHB00015
- CF4 Partner (AR) (12 Feb 2021 to 10 Mar 2023)
Adrian Jaggard
IRN AXJ01629
- CF1 Director (AR) (4 Mar 2015 to 31 Aug 2022)
Adrian John Howard
IRN AJH01678
- CF1 Director (AR) (since 6 Apr 2017)
Adrian John Webb
IRN AJW00100
- CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
Adrian Knibbs
IRN AXK01718
- CF1 Director (AR) (30 Sep 2008 to 3 Aug 2010)
Adrian Malcolm Ford
IRN AXF00083
- [FCA CF] Functions requiring qualifications (21 Sep 2022 to 22 Nov 2023)
- [FCA CF] Client dealing (21 Sep 2022 to 22 Nov 2023)
Adrian Mark Keane-Munday
IRN AMK00016
- [FCA CF] Manager of certification employee (2 Mar 2022 to 1 Jul 2023)
Adrian Maskill
IRN AAM00011
- CF1 Director (AR) (since 21 Aug 2015)

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.