Quilter Mortgage Planning Limited

Principal Place of Business

Phone

+442075625800

Web

https://www.quilter.com

Complaints Contact

Phone

+448081415077

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

Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

IRN JKB00023

• (239)CF4 Partner (AR) (16 Oct 2007 to 6 Sep 2011)

IRN JXK00295

• (1487)Appointed representative dealing with clients for which they require qualification (7 Mar 2023 to 9 May 2023)

IRN JXF00119

• (380)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (381)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

IRN JMS00027

• (1367)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)

IRN JMW00077

• (2955)CF1 Director (AR) (2 Mar 2010 to 16 Feb 2011)

IRN JXM03565

• (2637)CF1 Director (AR) (7 Jul 2015 to 1 Mar 2017)

IRN JMC01378

• (2286)CF1 Director (AR) (5 Nov 2012 to 5 Nov 2014)

IRN JXM28465

• (717)CF1 Director (AR) (14 Apr 2020 to 14 Apr 2020)

IRN JXM00282

• (1846)[FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2021)

IRN JXM02115

• (1999)[FCA CF] Functions requiring qualifications (28 Sep 2021 to 4 Jul 2022)