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.

Jacqueline Susan McCaffery
IRN JSS01184
- (975)CF1 Director (AR) (17 Jun 2014 to 13 Mar 2020)
Jacqueline Victoria Crawley
IRN JVC00010
- (619)CF4 Partner (AR) (6 Nov 2006 to 7 Dec 2010)
Jade Grantham
IRN JXG00130
- (1852)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
Jade Leah Shackleton
IRN JXS37883
- (1908)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 26 Sep 2025)
Jagdeep Jhumat
IRN JXJ00123
- (2431)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 3 Mar 2022)
Jagjit Gill
IRN JXS02399
- (907)CF1 Director (AR) (since 8 May 2009)
- (2344)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
Jaime Fernandez
IRN JXF01672
- (541)CF1 Director (AR) (2 Apr 2012 to 3 Feb 2014)
Jake Allin Brassett
IRN JXB00406
- (152)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (153)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jake Harry Cousins
IRN JXC00285
- (1788)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
Jake Millar
IRN JXM00316
- (2410)Appointed representative dealing with clients for which they require qualification (7 Aug 2020 to 16 Feb 2023)

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.