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.

Jacqueline Susan McCaffery
IRN JSS01184
- (975)CF1 Director (AR) (17 Jun 2014 to 13 Mar 2020)
Jacqueline Victoria Crawley
IRN JVC00010
- (619)CF4 Partner (AR) (6 Nov 2006 to 7 Dec 2010)
Jade Grantham
IRN JXG00130
- (1852)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
Jade Leah Shackleton
IRN JXS37883
- (1908)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 26 Sep 2025)
Jagdeep Jhumat
IRN JXJ00123
- (2431)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 3 Mar 2022)
Jagjit Gill
IRN JXS02399
- (907)CF1 Director (AR) (since 8 May 2009)
- (2344)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
Jaime Fernandez
IRN JXF01672
- (541)CF1 Director (AR) (2 Apr 2012 to 3 Feb 2014)
Jake Allin Brassett
IRN JXB00406
- (152)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (153)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jake Harry Cousins
IRN JXC00285
- (1788)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
Jake Millar
IRN JXM00316
- (2410)Appointed representative dealing with clients for which they require qualification (7 Aug 2020 to 16 Feb 2023)

Smaller firms operating under this firm's FCA authorisation.

P M Financial Consultancy UnLimited (no longer appointed)
FRN 188276 · Appointed 17 Sep 2015 · Until 31 Dec 2020
Lightblue Wealth Management Ltd (no longer appointed)
FRN 715149 · Appointed 15 Sep 2015 · Until 6 Apr 2018
Miller Financial Planning Ltd (no longer appointed)
FRN 716791 · Appointed 15 Sep 2015 · Until 9 Oct 2015
RS Wealth Management LLP (no longer appointed)
FRN 714334 · Appointed 14 Sep 2015 · Until 13 Jun 2016
Kirklea Financial Services Ltd (no longer appointed)
FRN 716606 · Appointed 14 Sep 2015 · Until 4 Feb 2016
Black & White Financial Ltd (no longer appointed)
FRN 715690 · Appointed 9 Sep 2015 · Until 24 Jul 2020
Executive Mortgages & Investment Limited (no longer appointed)
FRN 135558 · Appointed 8 Sep 2015 · Until 1 Dec 2018
Jon Naylor Financial Services (no longer appointed)
FRN 158663 · Appointed 4 Sep 2015 · Until 11 Feb 2020
Deepak Patel (no longer appointed)
FRN 153580 · Appointed 1 Sep 2015 · Until 20 Nov 2020
Alan Jones Financial Services Ltd (no longer appointed)
FRN 206462 · Appointed 1 Sep 2015 · Until 30 Apr 2020

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.