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.

Damian Craig Youell
IRN DCY01011
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
Damian Gavin Patterson
IRN DGP01084
- CF1 Director (AR) (1 May 2012 to 21 Jan 2015)
Damian John Cain
IRN DJC01324
- CF1 Director (AR) (6 Aug 2007 to 31 Oct 2008)
Daneel Van Straaten
IRN DXV01105
- CF1 Director (AR) (30 Jun 2017 to 14 Mar 2018)
Daniel Alexander Cumming
IRN DXC00444
- Appointed representative dealing with clients for which they require qualification (6 Oct 2021 to 2 Sep 2022)
Daniel Anderson
IRN DXA01388
- CF4 Partner (AR) (10 Oct 2007 to 27 Dec 2007)
Daniel Andrew Spurr
IRN DXS00195
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2022)
Daniel Batchelor
IRN DXB02238
- 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 11 Apr 2013)
Daniel Bourne
IRN DXB01847
- CF1 Director (AR) (30 May 2006 to 6 Jul 2009)
Daniel Burner
IRN DPB00031
- CF1 Director (AR) (since 9 Dec 2013)

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.