Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  Phone

  +448081415077

• 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

  Show 1 limitation Hide limitations

  • · 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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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

• Geoffrey Lloyd Boon

  IRN GLB01055

  • CF1 Director (AR) (31 Jul 2019 to 19 Apr 2023)
• Geoffrey Stewart

  IRN GXS01736

  • CF1 Director (AR) (1 Dec 2014 to 10 Mar 2022)
  • CF4 Partner (AR) (24 Feb 2014 to 19 Jun 2020)
• George Carroll

  IRN GXC01432

  • CF1 Director (AR) (1 Feb 2008 to 2 Mar 2009)
• George Christou

  IRN GXC00114

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2021)
• George Edward Mitchell

  IRN GEM01027

  • CF2 Non Executive Director (26 May 2006 to 18 Mar 2017)
• George Geoffrey Lockhart

  IRN GGL01011

  • CF1 Director (AR) (5 Sep 2006 to 12 Sep 2006)
• George Gregory Denton

  IRN GXD00081

  • 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 7 Jul 2020)
• George Higginson

  IRN GXH00086

  • CF1 Director (19 Jan 2006 to 20 Aug 2010)
• George McGrimmon Reid

  IRN GMR01096

  • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2025)
  • SMF11 Chair of the Audit Committee (1 Sep 2023 to 30 Sep 2025)
  • CF2 Non Executive Director (8 Feb 2017 to 8 Dec 2019)
• George Norman Colin Lewis

  IRN GXL00122

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2023)

• Remus Financial Health Ltd (no longer appointed)

  FRN 733092 · Appointed 21 Jan 2016 · Until 25 Nov 2017

• Bevan Charles Limited (no longer appointed)

  FRN 731257 · Appointed 15 Jan 2016 · Until 2 Dec 2024

• Ashton Lloyd Global Financial Services Ltd (no longer appointed)

  FRN 731450 · Appointed 11 Jan 2016 · Until 15 Nov 2016

• Vanessa Harrison Wealth Management Ltd (no longer appointed)

  FRN 726145 · Appointed 24 Nov 2015 · Until 14 Mar 2023

• Carnegie Asset Management Ltd (no longer appointed)

  FRN 726112 · Appointed 23 Nov 2015 · Until 21 Jan 2021

• Viisana Ltd (no longer appointed)

  FRN 724822 · Appointed 9 Nov 2015 · Until 28 Oct 2016

• Hensman Financial Limited (no longer appointed)

  FRN 723682 · Appointed 29 Oct 2015 · Until 19 Nov 2019

• Essendon Financial Planning Limited (no longer appointed)

  FRN 722973 · Appointed 29 Oct 2015 · Until 9 Oct 2017

• The Tierney Consultancy (Wealth Management) Limited (no longer appointed)

  FRN 611521 · Appointed 29 Oct 2015 · Until 13 Nov 2020

• Steven Knight (no longer appointed)

  FRN 182528 · Appointed 15 Oct 2015 · Until 31 Mar 2021

No changes recorded yet.