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

• Dereck Roalfe

  IRN DLR00010

  • CF1 Director (AR) (21 Aug 2015 to 1 Dec 2021)
• Derek Davies

  IRN DXD00031

  • [FCA CF] Client dealing (1 Sep 2020 to 4 Apr 2025)
  • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 4 Apr 2025)
• Derek Edward Reading

  IRN DXR00076

  • CF1 Director (AR) (22 Sep 2015 to 16 Jun 2016)
• Derek Evans

  IRN DXE01241

  • CF1 Director (AR) (12 Aug 2013 to 29 Apr 2015)
• Derek Gunningham

  IRN DXG00013

  • CF1 Director (AR) (26 Jun 2019 to 24 Sep 2021)
• Derek Jamieson

  IRN DAJ00027

  • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 27 Aug 2021)
• Derek Ohlendorf

  IRN DRO01026

  • [FCA CF] Manager of certification employee (since 1 Sep 2020)
• Derek Osborne

  IRN DXO00004

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Mar 2020)
  • CF1 Director (AR) (3 Mar 2015 to 26 Mar 2020)
• Dermot O'Sullivan

  IRN DXO01298

  • CF1 Director (AR) (22 May 2013 to 22 Nov 2016)
• Desmond Glyn Thomas

  IRN DGT01040

  • CF1 Director (AR) (12 Oct 2017 to 2 Sep 2024)

• 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.