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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Christopher John Durkan
IRN CXD00068
- CF1 Director (AR) (since 14 Aug 2015)
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Christopher John Last
IRN CJL00035
- CF2 Non Executive Director (AR) (since 26 May 2016)
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Christopher John Loraine Samuel
IRN CJS01139
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
- SMF9 Chair of the Governing Body (18 Jun 2020 to 31 Aug 2023)
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Christopher John Millership
IRN CJM01349
- CF1 Director (AR) (16 Oct 2007 to 8 Aug 2008)
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Christopher John Wright
IRN CJW01215
- CF1 Director (AR) (11 Apr 2014 to 14 May 2014)
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Christopher Latchford Taylor
IRN CLT01024
- CF1 Director (AR) (19 Feb 2013 to 28 May 2015)
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Christopher Lawton
IRN CHL01042
- 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 3 Sep 2014)
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Christopher Mandle
IRN CXM00161
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2026)
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Christopher Mark Saul
IRN CMS00030
- CF1 Director (AR) (23 Jul 2013 to 3 May 2014)
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Christopher Matthew Clegg
IRN CXC00018
- Appointed representative dealing with clients for which they require qualification (24 May 2023 to 30 Oct 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Broadview Wealth Management Ltd
FRN 813358 · Appointed 12 Jul 2018
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Graham Ketch
FRN 813139 · Appointed 6 Jul 2018
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Timothy Anderson
FRN 213088 · Appointed 6 Jul 2018
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Crystal Financial Consultants
FRN 211489 · Appointed 2 Jul 2018
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Neil Hardy
FRN 811657 · Appointed 19 Jun 2018
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Robert Morris
FRN 216147 · Appointed 19 Jun 2018
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Almond Financial Ltd
FRN 810507 · Appointed 4 Jun 2018
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Aspire Mortgages (Sleaford) Ltd
FRN 810098 · Appointed 25 May 2018
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Dendro Private Wealth Ltd
FRN 808544 · Appointed 15 May 2018
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Principled Financial Planning Ltd
FRN 804455 · Appointed 21 Mar 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.