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.

Jane Louise Phillips
IRN JXP00192
- (2316)Appointed representative dealing with clients for which they require qualification (29 Apr 2020 to 24 Oct 2021)
Jane Rosemary Streames
IRN JRS00090
- (829)CF1 Director (AR) (29 May 2015 to 29 Mar 2018)
Janed Akhtar Sheikh
IRN JAS01435
- (29)CF1 Director (AR) (12 May 2014 to 13 Sep 2016)
Janet O'Neill
IRN JXO00054
- (256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (255)21. Advising or arranging (bringing about) equity release transactions
- (257)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Janette Elizabeth Withers
IRN JEW01091
- (921)CF1 Director (AR) (17 Oct 2008 to 23 Oct 2009)
Janice Newlove
IRN JXN00038
- (1271)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
Janie Mander
IRN JXM03199
- (496)CF1 Director (AR) (14 Jan 2014 to 13 Oct 2014)
Jared Ashworth
IRN JXA00105
- (2790)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
Jarmila Pauzova
IRN JXP00387
- (1506)Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 22 Oct 2021)
Jasmeet Sandhu
IRN JXS00254
- (2247)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2024)

Smaller firms operating under this firm's FCA authorisation.

Prestige Wealth Solutions UK Ltd (no longer appointed)
FRN 784071 · Appointed 14 Jul 2017 · Until 14 Nov 2018
Mor-Invest Ltd (no longer appointed)
FRN 783708 · Appointed 13 Jul 2017 · Until 2 Nov 2023
Lazenbys Financial Services Limited (no longer appointed)
FRN 592471 · Appointed 12 Jul 2017 · Until 31 Dec 2018
MA Financial Ltd (no longer appointed)
FRN 783605 · Appointed 11 Jul 2017 · Until 15 Jul 2021
Gail Church (no longer appointed)
FRN 687407 · Appointed 11 Jul 2017 · Until 9 Mar 2018
George Duffus (no longer appointed)
FRN 783217 · Appointed 7 Jul 2017 · Until 26 Nov 2020
Gordon Fitch (no longer appointed)
FRN 782857 · Appointed 28 Jun 2017 · Until 8 Jun 2018
Best Mortgage Solutions Limited (no longer appointed)
FRN 782145 · Appointed 20 Jun 2017 · Until 24 Oct 2023
Gareth Stevenson (no longer appointed)
FRN 781797 · Appointed 15 Jun 2017 · Until 21 Jun 2018
Shears FS Ltd (no longer appointed)
FRN 781440 · Appointed 12 Jun 2017 · Until 9 Jan 2023

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.