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.

Ian Pollock
IRN IXP01120
- (2613)CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)
Ian Rae Harris
IRN IRH00012
- (509)CF22 Investment Adviser (Trainee) (25 Apr 2006 to 25 Apr 2006)
Ian Richard Chamberlain
IRN IRC00014
- (1078)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1080)CF1 Director (AR) (since 29 May 2020)
- (1079)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Ian Richard Francis
IRN IRF00001
- (2597)CF1 Director (AR) (22 Mar 2012 to 3 Feb 2016)
Ian Richard Murfin
IRN IRM00010
- (892)CF4 Partner (AR) (7 Jul 2015 to 8 Aug 2017)
Ian Richard Whiteley
IRN IXW00022
- (1175)CF4 Partner (AR) (since 3 Jul 2015)
Ian Robinson
IRN IXR01105
- (1194)[FCA CF] Client dealing (1 Sep 2020 to 2 Sep 2020)
- (1195)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 2 Sep 2020)
Ian Sherwood Martin
IRN ISM00004
- (2475)CF4 Partner (AR) (31 Mar 2013 to 28 Jul 2017)
Ian Smith
IRN IXS01293
- (298)CF1 Director (AR) (17 Feb 2006 to 1 Dec 2010)
Ian Stuart Chapman
IRN ISC01039
- (2970)CF1 Director (AR) (27 Apr 2012 to 21 Jan 2013)

Smaller firms operating under this firm's FCA authorisation.

Simply Pensions Ltd (no longer appointed)
FRN 210579 · Appointed 17 Jul 2015 · Until 1 Mar 2021
Goodwin Financial Services Limited (no longer appointed)
FRN 154610 · Appointed 17 Jul 2015 · Until 5 Jan 2022
Centrefinance Limited (no longer appointed)
FRN 231481 · Appointed 17 Jul 2015 · Until 30 May 2022
Wadham Financial Solutions (no longer appointed)
FRN 429900 · Appointed 17 Jul 2015 · Until 11 Oct 2019
John Nevin (no longer appointed)
FRN 231679 · Appointed 17 Jul 2015 · Until 20 Nov 2020
John Foster Wilson (no longer appointed)
FRN 190644 · Appointed 17 Jul 2015 · Until 31 Mar 2023
Martin Hammett Associates Ltd (no longer appointed)
FRN 189687 · Appointed 17 Jul 2015 · Until 9 Feb 2026
Moore Wealth Limited (no longer appointed)
FRN 222948 · Appointed 17 Jul 2015 · Until 13 Mar 2018
Premier Group Financial Services Limited (no longer appointed)
FRN 188269 · Appointed 16 Jul 2015 · Until 19 Aug 2022
Mapperley Financial Planning Limited (no longer appointed)
FRN 170382 · Appointed 16 Jul 2015 · Until 12 May 2023

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.