Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

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

    Show 1 limitation
    • · 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
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Hemant Chandrakant Patel

    IRN HCP01025

    • CF1 Director (AR) (since 7 Sep 2017)
  • Henry Farnell

    IRN HJF01027

    • CF1 Director (AR) (since 27 Feb 2014)
  • Henry Mcloughlin

    IRN HXM00069

    • 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)
  • Hitesh Parmar

    IRN HXP00038

    • CF1 Director (AR) (19 Apr 2007 to 14 Mar 2018)
  • Hollie Swift

    IRN SXH01823

    • SMF16 Compliance Oversight (28 Jan 2022 to 15 Jun 2023)
    • SMF4 Chief Risk (28 Jan 2022 to 15 Jun 2023)
    • SMF7 Group Entity Senior Manager (25 Nov 2020 to 28 Jan 2022)
  • Holly Leanne Bettles

    IRN HXB00068

    • Appointed representative dealing with clients for which they require qualification (18 Nov 2021 to 6 Jun 2025)
  • Holly Margaret Woolford

    IRN HXW00025

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 1 Dec 2020)
  • Holly Siegenberg

    IRN HXS00072

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
  • Howie Thomson

    IRN HJT00002

    • CF1 Director (AR) (since 6 May 2020)
  • Hugh Wenbourne

    IRN HCW01014

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2020)
    • CF1 Director (AR) (31 May 2006 to 24 Feb 2025)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.