Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Hui Geng
IRN HXG01127
- CF1 Director (AR) (24 Sep 2007 to 31 Oct 2008)
Iain Crowley
IRN ICC01046
- CF1 Director (AR) (14 Sep 2018 to 26 Oct 2022)
Iain David McCallum
IRN IDM00004
- CF1 Director (AR) (since 18 Mar 2009)
Iain David Vaughan
IRN IDV01011
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2022)
- CF1 Director (AR) (17 Mar 2016 to 8 Mar 2022)
Iain Grant Campbell
IRN IGC01017
- CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
Iain McCulloch
IRN IXM01386
- CF1 Director (AR) (13 May 2015 to 21 Dec 2016)
Iain Michael Armour
IRN IMA00005
- CF1 Director (AR) (20 May 2016 to 4 Jul 2018)
Iain Stephenson
IRN IXS00067
- 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)
Iain Wright
IRN IXW01156
- CF28 Systems and controls (28 Jun 2016 to 30 Apr 2019)
Ian Anderson
IRN IXA00002
- CF1 Director (AR) (26 Apr 2007 to 13 Sep 2010)

Smaller firms operating under this firm's FCA authorisation.

Kingfisher and Key Financial Solutions Limited
FRN 804452 · Appointed 19 Mar 2018
Riches Wealth Ltd
FRN 799609 · Appointed 25 Jan 2018
David Brown
FRN 798726 · Appointed 16 Jan 2018
Chambers Financial Services Limited
FRN 796480 · Appointed 14 Dec 2017
Tracey Peden Financial Planning Ltd
FRN 796191 · Appointed 11 Dec 2017
Cavell Rose Ltd
FRN 790277 · Appointed 4 Dec 2017
Fortuna Major Financial Planning Ltd
FRN 793655 · Appointed 22 Nov 2017
E F Solutions (North) Ltd
FRN 789908 · Appointed 27 Sep 2017
Raj Dattani
FRN 789847 · Appointed 26 Sep 2017
Derwen Financial Planning Ltd
FRN 788539 · Appointed 13 Sep 2017

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

No changes recorded yet.

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.