Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
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 Hide limitations
- · 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 Hide limitations
- · 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.
-
Adewale Abiose
IRN AXA00159
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2021)
-
Adrian George Howard
IRN AGH01109
- CF1 Director (AR) (5 Sep 2006 to 9 Oct 2009)
-
Adrian Hedley Barlow
IRN AHB00015
- CF4 Partner (AR) (12 Feb 2021 to 10 Mar 2023)
-
Adrian Jaggard
IRN AXJ01629
- CF1 Director (AR) (4 Mar 2015 to 31 Aug 2022)
-
Adrian John Howard
IRN AJH01678
- CF1 Director (AR) (since 6 Apr 2017)
-
Adrian John Webb
IRN AJW00100
- CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
-
Adrian Knibbs
IRN AXK01718
- CF1 Director (AR) (30 Sep 2008 to 3 Aug 2010)
-
Adrian Malcolm Ford
IRN AXF00083
- [FCA CF] Functions requiring qualifications (21 Sep 2022 to 22 Nov 2023)
- [FCA CF] Client dealing (21 Sep 2022 to 22 Nov 2023)
-
Adrian Mark Keane-Munday
IRN AMK00016
- [FCA CF] Manager of certification employee (2 Mar 2022 to 1 Jul 2023)
-
Adrian Maskill
IRN AAM00011
- CF1 Director (AR) (since 21 Aug 2015)
Appointed representatives
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
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.