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.

James Stewart Robb
IRN JSR00018
- CF4 Partner (AR) (28 Jul 2015 to 27 Oct 2020)
James Stuart Crankshaw Clegg
IRN JSC01124
- CF1 Director (AR) (2 Aug 2006 to 29 Feb 2012)
- CF22 Investment Adviser (Trainee) (2 Aug 2006 to 5 Oct 2007)
James Thomas McCallum
IRN JXM00452
- CF1 Director (AR) (10 Sep 2009 to 30 Apr 2010)
James Todd
IRN JWT01038
- CF1 Director (AR) (21 Dec 2015 to 14 Mar 2018)
James Trevor Ford
IRN JTF01029
- CF1 Director (AR) (8 Feb 2010 to 29 Dec 2015)
James Walton
IRN JAW01255
- 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)
James Watson
IRN JXW00542
- Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 2 Apr 2024)
James Wight
IRN JXW00098
- CF1 Director (AR) (1 Sep 2010 to 31 Jan 2011)
James William Morgans
IRN JWM01155
- CF1 Director (AR) (7 Mar 2016 to 25 Nov 2017)
James William Musker
IRN JWM01086
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)

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.