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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Carlo Lucchesi
IRN CAL00011
- CF1 Director (AR) (since 6 Sep 2017)
- CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
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Carlo Vernacchio
IRN CXV00013
- 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 9 Dec 2019)
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Carly Breathwick
IRN CXB86684
- 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 10 Jul 2020)
- CF4 Partner (AR) (since 1 Jul 2020)
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Carly Williamson
IRN CXW00111
- 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 9 Dec 2019)
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Carmel Caroline Fitzpatrick
IRN CCF01032
- CF4 Partner (AR) (20 Sep 2010 to 12 Sep 2012)
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Carol Diane Pigdon
IRN CDP01050
- CF4 Partner (AR) (6 Dec 2006 to 16 Jan 2008)
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Carol Lesley Woollam
IRN CLB01098
- CF1 Director (AR) (16 Jan 2007 to 28 May 2008)
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Carol Louise Tilston
IRN CLT01027
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2026)
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Carole Louise Bennett
IRN CXB00172
- 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 9 Dec 2019)
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Carole Taylor
IRN CXT01386
- CF1 Director (AR) (1 Jul 2020 to 30 Dec 2020)
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.