Quilter Mortgage Planning Limited

Watch for changes

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.

Dominic Hennessy
IRN DJH00027
- CF1 Director (AR) (since 26 Apr 2013)
- CF30 Customer (26 Apr 2013 to 10 Dec 2013)
Dominic John Wynyard Rose
IRN DJR01310
- CF1 Director (AR) (20 Mar 2019 to 3 Aug 2020)
Dominic Louis Andersen
IRN DLA00005
- CF1 Director (AR) (31 Mar 2013 to 1 Nov 2017)
Donald Chattaway
IRN DXC01877
- CF1 Director (AR) (31 Dec 2013 to 28 May 2019)
Donald Graham Pollard
IRN DXP00097
- CF4 Partner (AR) (30 Mar 2017 to 11 Nov 2019)
Donald Lachlan Munro MacPherson
IRN DLM00020
- CF1 Director (AR) (11 Jul 2014 to 7 Dec 2017)
Donald Nichols
IRN DXN00040
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
Donna Coy
IRN DXC02645
- 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 1 Jun 2018)
Donna Joan Ryan
IRN DJR01245
- CF1 Director (AR) (11 Oct 2006 to 14 Nov 2008)
Dorota Bronislawa Parzych
IRN DXP00249
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2025)

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.