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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Alison Kathleen Hastie
IRN AXH00017
- CF1 Director (AR) (10 Sep 2020 to 30 Jun 2021)
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Alison Louise Crawford
IRN ALC01065
- CF4 Partner (AR) (7 Sep 2007 to 11 Feb 2010)
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Alison Marie Lucchesi
IRN AML01197
- CF1 Director (AR) (since 6 Sep 2017)
- CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
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Alison Simpson
IRN AXS03303
- CF1 Director (AR) (19 Sep 2012 to 6 Dec 2012)
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Alistair Blues
IRN AXB03098
- CF1 Director (AR) (7 Jun 2013 to 31 Mar 2015)
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Alistair David Briggs
IRN ADB01199
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2022)
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Alistair Fullerton
IRN AXF01856
- CF1 Director (AR) (17 Jan 2018 to 2 Aug 2019)
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Alistair James MacLean
IRN AJM00198
- CF1 Director (AR) (31 Mar 2013 to 17 Mar 2014)
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Alistair Lawrie
IRN AXL00024
- CF1 Director (AR) (25 Mar 2019 to 2 Apr 2024)
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Alistair Lucas
IRN AEL00010
- CF1 Director (AR) (31 Mar 2013 to 10 Jun 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Endurance Financial Planning Limited (no longer appointed)
FRN 785212 · Appointed 31 Jul 2017 · Until 12 Jul 2021
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Atrium Financial Limited (no longer appointed)
FRN 785006 · Appointed 28 Jul 2017 · Until 6 Aug 2020
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Enigma Private Office Ltd (no longer appointed)
FRN 785243 · Appointed 27 Jul 2017 · Until 14 May 2020
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JMS Financial Group Limited (no longer appointed)
FRN 784814 · Appointed 21 Jul 2017 · Until 27 Oct 2025
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Anstey Financial Planning Limited (no longer appointed)
FRN 784666 · Appointed 20 Jul 2017 · Until 24 Oct 2019
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Ward's Enterprises Limited (no longer appointed)
FRN 784678 · Appointed 20 Jul 2017 · Until 28 May 2019
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.