Quilter Mortgage Planning Limited

• Principal Place of Business

  Senator House

  85 Queen Victoria Street

  London

  EC4V 4AB

  UNITED KINGDOM

  Phone

  +442075625800

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter Financial Planning Complaints Department

  Sunderland

  SR43 4JR

  UNITED KINGDOM

  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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

• Carl Anthony Wallis

  IRN CXW00163

  • [FCA CF] Significant management (since 29 Oct 2024)
• Carl Bunce

  IRN CXB00149

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
• Carl David Scholfield

  IRN CDS00017

  • CF4 Partner (AR) (31 Jan 2013 to 31 Jan 2017)
• Carl Dean John Lavis

  IRN CDL01069

  • CF1 Director (AR) (3 Nov 2022 to 6 Oct 2023)
• Carl Derbyshire

  IRN CXD00095

  • 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)
• Carl Ray

  IRN CAR01178

  • CF1 Director (AR) (since 3 Apr 2017)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
• Carl Roy Hobbins

  IRN CRH01135

  • Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
• Carl Scott

  IRN CBS01022

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

  IRN CXH01616

  • CF1 Director (AR) (14 Nov 2007 to 29 Sep 2008)
• Carla Peel

  IRN CXP35268

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)

• Gary Malone (no longer appointed)

  FRN 196134 · Appointed 28 Jul 2015 · Until 14 Apr 2021

• Steven Irving (no longer appointed)

  FRN 414515 · Appointed 24 Jul 2015 · Until 24 Aug 2021

• Jamie Bray (no longer appointed)

  FRN 200107 · Appointed 24 Jul 2015 · Until 13 Jan 2017

• Regency Financial Ltd (no longer appointed)

  FRN 228250 · Appointed 24 Jul 2015 · Until 5 Aug 2022

• Christopher Walters (no longer appointed)

  FRN 171905 · Appointed 23 Jul 2015 · Until 8 Apr 2021

• IDFM (City) Ltd (no longer appointed)

  FRN 466181 · Appointed 23 Jul 2015 · Until 9 Mar 2026

• Jim Maguire Financial Services (no longer appointed)

  FRN 153314 · Appointed 23 Jul 2015 · Until 3 Sep 2019

• Ian Entwistle (no longer appointed)

  FRN 228869 · Appointed 22 Jul 2015 · Until 3 Feb 2020

• Stuart Andrew Lawes (no longer appointed)

  FRN 200174 · Appointed 22 Jul 2015 · Until 15 Dec 2020

• Richard Wales (no longer appointed)

  FRN 177824 · Appointed 22 Jul 2015 · Until 30 May 2022

No changes recorded yet.