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.

  • Alkeshkumar Patel

    IRN AXP00091

    • CF1 Director (AR) (18 Aug 2006 to 2 Jul 2009)
  • Allan Charles Rowe

    IRN ACR01083

    • 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)
    • CF1 Director (AR) (since 31 Oct 2012)
  • Allan Cuthbertson Young

    IRN ACY00002

    • CF1 Director (AR) (18 May 2015 to 29 Jan 2016)
  • Allan Henry Sorrell Pennington

    IRN AHP01036

    • 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)
    • CF1 Director (AR) (since 10 Aug 2012)
  • Allan James Smith

    IRN AJS00077

    • CF1 Director (AR) (1 Sep 2011 to 15 Nov 2012)
  • Allan Matthews

    IRN AXM01852

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 24 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (21 Jun 2010 to 26 May 2023)
  • Allan Paul Storer

    IRN APS01199

    • Appointed representative dealing with clients for which they require qualification (28 Oct 2020 to 12 May 2023)
    • CF1 Director (AR) (26 Jan 2016 to 2 May 2018)
  • Allan Reginald Michael Young

    IRN ARY00001

    • CF4 Partner (AR) (21 Jun 2013 to 5 May 2020)
  • Allan Robert Pascoe

    IRN ARP00009

    • CF4 Partner (AR) (4 Aug 2015 to 24 May 2021)
  • Allison May Rietveld

    IRN AXR00517

    • Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 9 Nov 2022)
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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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