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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- Scott Financial Consultants Ltd
IRN XXS01035
- CF4 Partner (AR) (29 Oct 2015 to 21 Apr 2023)
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. Dart Mortgages Ltd
IRN XXD01118
- CF4 Partner (AR) (5 Jul 2018 to 1 Oct 2021)
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Aaron Boyle
IRN AXB00327
- Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 8 Jan 2021)
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Aaron Edward Charles Swan
IRN AXS04990
- CF1 Director (AR) (2 Dec 2023 to 24 Apr 2024)
- Appointed representative dealing with clients for which they require qualification (21 Sep 2023 to 24 Jul 2024)
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Aaron Michael Forster
IRN AXF00100
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
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Aaron Shaw
IRN AXS00327
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
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Aaron Taghdiri
IRN AXT00140
- Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 3 Dec 2021)
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Aaron Tyson
IRN AXT00114
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
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Abbas Khan
IRN AXK02564
- CF1 Director (AR) (7 May 2015 to 7 Dec 2015)
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Abbie Chapman
IRN AXC00624
- Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 16 Dec 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Remus Financial Health Ltd (no longer appointed)
FRN 733092 · Appointed 21 Jan 2016 · Until 25 Nov 2017
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Ashton Lloyd Global Financial Services Ltd (no longer appointed)
FRN 731450 · Appointed 11 Jan 2016 · Until 15 Nov 2016
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Vanessa Harrison Wealth Management Ltd (no longer appointed)
FRN 726145 · Appointed 24 Nov 2015 · Until 14 Mar 2023
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Carnegie Asset Management Ltd (no longer appointed)
FRN 726112 · Appointed 23 Nov 2015 · Until 21 Jan 2021
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Hensman Financial Limited (no longer appointed)
FRN 723682 · Appointed 29 Oct 2015 · Until 19 Nov 2019
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Essendon Financial Planning Limited (no longer appointed)
FRN 722973 · Appointed 29 Oct 2015 · Until 9 Oct 2017
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The Tierney Consultancy (Wealth Management) Limited (no longer appointed)
FRN 611521 · Appointed 29 Oct 2015 · Until 13 Nov 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.