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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Jeremy Brown
IRN JXB03581
- CF1 Director (AR) (since 6 Apr 2017)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
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Jeremy Douglas Charles
IRN JDC01152
- CF2 Non Executive Director (19 Jun 2014 to 30 Jun 2016)
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Jeremy Duncan Greaves
IRN JDG00001
- CF1 Director (AR) (26 Jan 2016 to 2 Dec 2024)
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Jeremy Edward Cox
IRN JEC00034
- CF4 Partner (AR) (9 Sep 2020 to 1 Nov 2022)
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Jeremy Kenneth Charles Crane
IRN JKC00007
- CF1 Director (AR) (5 Apr 2013 to 31 Jan 2014)
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Jeremy Kosiner
IRN JJK00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2025)
- CF1 Director (AR) (3 Jun 2015 to 5 Nov 2025)
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Jeremy Martin Scott
IRN JMS01422
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2021)
- CF1 Director (AR) (26 Jul 2017 to 27 Oct 2025)
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Jeremy Mugridge
IRN JXM34943
- [FCA CF] Significant management (6 May 2022 to 26 Jun 2025)
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Jeremy Nigel Holt
IRN JNH00003
- CF30 Customer (20 Aug 2018 to 5 Oct 2018)
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Jeremy Sieglar
IRN JXS00260
- 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)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Kingfisher and Key Financial Solutions Limited
FRN 804452 · Appointed 19 Mar 2018
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Riches Wealth Ltd
FRN 799609 · Appointed 25 Jan 2018
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David Brown
FRN 798726 · Appointed 16 Jan 2018
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Chambers Financial Services Limited
FRN 796480 · Appointed 14 Dec 2017
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Tracey Peden Financial Planning Ltd
FRN 796191 · Appointed 11 Dec 2017
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Cavell Rose Ltd
FRN 790277 · Appointed 4 Dec 2017
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Fortuna Major Financial Planning Ltd
FRN 793655 · Appointed 22 Nov 2017
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E F Solutions (North) Ltd
FRN 789908 · Appointed 27 Sep 2017
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Raj Dattani
FRN 789847 · Appointed 26 Sep 2017
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Derwen Financial Planning Ltd
FRN 788539 · Appointed 13 Sep 2017
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.