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.

Jason Herbert
IRN JXH00218
- (1979)CF1 Director (AR) (13 Nov 2014 to 11 Apr 2019)
Jason Lilford
IRN JXL02025
- (964)CF1 Director (AR) (24 Feb 2015 to 26 May 2016)
Jason Mohammed Wilson
IRN JMW01342
- (2778)CF1 Director (AR) (24 May 2017 to 18 Feb 2021)
Jason Moore
IRN JFM00021
- (1189)CF1 Director (AR) (since 28 Jun 2016)
Jason Poole
IRN JXP01584
- (374)CF4 Partner (AR) (24 Oct 2006 to 6 Dec 2007)
Jason Powell
IRN JXP02114
- (778)CF1 Director (AR) (1 Dec 2017 to 31 Dec 2018)
Jason Rickards
IRN JXR01771
- (30)CF11 Money Laundering Reporting (22 Apr 2009 to 11 Feb 2014)
Jason Ruddy
IRN JXR01960
- (2245)CF1 Director (AR) (3 May 2012 to 17 May 2017)
Jason Walters
IRN JXW02203
- (908)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (909)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (910)CF1 Director (AR) (since 28 May 2013)
Jason William Hunter
IRN JWH00027
- (77)CF4 Partner (AR) (5 Mar 2008 to 3 Oct 2017)

Smaller firms operating under this firm's FCA authorisation.

Mortgage Advice People Ltd (no longer appointed)
FRN 768843 · Appointed 6 Jan 2017 · Until 25 Mar 2021
PSG Mortgage Solutions Ltd (no longer appointed)
FRN 768876 · Appointed 6 Jan 2017 · Until 24 Sep 2020
Inspired Mortgage Services Ltd (no longer appointed)
FRN 768630 · Appointed 5 Jan 2017 · Until 11 Oct 2019
Ulrich Savary (no longer appointed)
FRN 768488 · Appointed 3 Jan 2017 · Until 5 Sep 2022
Interlife Limited (no longer appointed)
FRN 767747 · Appointed 28 Dec 2016 · Until 5 Jan 2022
Cadence Wealth Ltd (no longer appointed)
FRN 767542 · Appointed 21 Dec 2016 · Until 23 Mar 2022
Zuzanna Prusaczyk (no longer appointed)
FRN 767580 · Appointed 16 Dec 2016 · Until 28 Feb 2017
Heide Swift (no longer appointed)
FRN 766336 · Appointed 5 Dec 2016 · Until 27 Nov 2018
Raheem Wealth Management Ltd (no longer appointed)
FRN 763817 · Appointed 14 Nov 2016 · Until 12 Jun 2017
Paisley Mortgages Limited (no longer appointed)
FRN 764313 · Appointed 14 Nov 2016 · Until 10 May 2021

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.