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.

Jack Edward Sharp
IRN JXS00256
- (1633)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)
Jack Mattock
IRN JXM00869
- (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (90)Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
Jacob Marjoram
IRN JXM01421
- (1437)Appointed representative dealing with clients for which they require qualification (7 Jul 2023 to 16 Jul 2024)
Jacob Popoola
IRN JXP00195
- (1661)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
Jacob Turner
IRN JXT00273
- (1522)Appointed representative dealing with clients for which they require qualification (8 Feb 2021 to 17 Feb 2023)
Jacqueline Ann Griffiths
IRN JAG01218
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jacqueline French
IRN JXF01541
- (65)CF1 Director (AR) (15 Aug 2008 to 19 Oct 2009)
Jacqueline Harvey
IRN JXH02164
- (97)CF1 Director (AR) (21 Jul 2008 to 21 Jul 2008)
Jacqueline Karen Chart
IRN JKC01042
- (645)CF1 Director (AR) (19 Jun 2009 to 30 Aug 2019)
Jacqueline Manby
IRN JXM03176
- (511)CF1 Director (AR) (31 Jan 2014 to 31 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

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
Avram Financial Services Ltd (no longer appointed)
FRN 720552 · Appointed 14 Oct 2015 · Until 22 Jun 2018
Charles Derby Wellness Limited (no longer appointed)
FRN 720220 · Appointed 13 Oct 2015 · Until 19 Dec 2016

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.