Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 weeks ago
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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.

  • Jill Sutherland

    IRN JXS02113

    • 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 7 Mar 2023)
  • Joan Mary Peck

    IRN JMP01217

    • CF1 Director (AR) (17 Jul 2015 to 21 Dec 2018)
  • Joanna Healy

    IRN JXH02146

    • CF1 Director (AR) (20 May 2008 to 29 May 2009)
  • Joanna Kate Harris

    IRN JXH22552

    • SMF18 Other Overall Responsibility (since 8 Jan 2026)
  • Joanna Kennedy

    IRN JXK00086

    • [FCA CF] Client dealing (1 Sep 2020 to 25 Feb 2022)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 25 Feb 2022)
  • Joanna Stickings

    IRN JXS03000

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)
  • Joanne Agnes Evans

    IRN JAH01350

    • Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 15 Dec 2023)
  • Joanne Claire Ebrey

    IRN JXE00008

    • Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 27 Jan 2023)
  • Joanne Julie Moore

    IRN JJM00061

    • CF1 Director (AR) (28 Jul 2015 to 13 Mar 2018)
  • Joanne Karen Canniford

    IRN JXC00282

    • Appointed representative dealing with clients for which they require qualification (5 Aug 2020 to 31 Jul 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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