Quilter Mortgage Planning Limited

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
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.

Jack Edward Sharp
IRN JXS00256
- (1633)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)
Jack Mattock
IRN JXM00869
- (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (90)Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
Jacob Marjoram
IRN JXM01421
- (1437)Appointed representative dealing with clients for which they require qualification (7 Jul 2023 to 16 Jul 2024)
Jacob Popoola
IRN JXP00195
- (1661)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
Jacob Turner
IRN JXT00273
- (1522)Appointed representative dealing with clients for which they require qualification (8 Feb 2021 to 17 Feb 2023)
Jacqueline Ann Griffiths
IRN JAG01218
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jacqueline French
IRN JXF01541
- (65)CF1 Director (AR) (15 Aug 2008 to 19 Oct 2009)
Jacqueline Harvey
IRN JXH02164
- (97)CF1 Director (AR) (21 Jul 2008 to 21 Jul 2008)
Jacqueline Karen Chart
IRN JKC01042
- (645)CF1 Director (AR) (19 Jun 2009 to 30 Aug 2019)
Jacqueline Manby
IRN JXM03176
- (511)CF1 Director (AR) (31 Jan 2014 to 31 Jan 2017)

Smaller firms operating under this firm's FCA authorisation.

Best Mortgage Ltd (no longer appointed)
FRN 720142 · Appointed 12 Oct 2015 · Until 18 May 2021
Paul Brown (no longer appointed)
FRN 193449 · Appointed 12 Oct 2015 · Until 21 Jan 2020
Vantage Financial Ltd (no longer appointed)
FRN 719067 · Appointed 9 Oct 2015 · Until 21 Mar 2022
Unite Mortgages Ltd (no longer appointed)
FRN 719657 · Appointed 8 Oct 2015 · Until 8 Jan 2016
Umut Ali (no longer appointed)
FRN 719660 · Appointed 8 Oct 2015 · Until 6 Oct 2016
Premier Protection Limited (no longer appointed)
FRN 719162 · Appointed 5 Oct 2015 · Until 3 Nov 2017
John Bernas (no longer appointed)
FRN 182973 · Appointed 30 Sep 2015 · Until 18 Aug 2021
Probity Financial Planning Limited (no longer appointed)
FRN 717933 · Appointed 29 Sep 2015 · Until 11 Feb 2022
Compare That Quote Limited (no longer appointed)
FRN 718457 · Appointed 28 Sep 2015 · Until 27 Mar 2019
Summit Wealth Management Ltd (no longer appointed)
FRN 716513 · Appointed 21 Sep 2015 · Until 18 Mar 2018

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

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.