Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Ali Theolorr Dabash Saber
IRN ATS01040
- CF1 Director (AR) (12 May 2009 to 1 Jan 2012)
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Alice Megan Bower
IRN AXB00214
- Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 31 Jul 2021)
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Alice Sarah Rose
IRN AXR68420
- Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 6 Jul 2021)
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Alicia Komiszczo
IRN AXK02145
- CF1 Director (AR) (2 Feb 2012 to 8 Aug 2013)
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Alison Catherine Hall
IRN ACH01147
- CF1 Director (AR) (8 May 2007 to 23 May 2012)
- CF4 Partner (AR) (5 May 2006 to 8 May 2007)
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Alison Chandler
IRN AXC01578
- CF1 Director (AR) (24 Dec 2020 to 4 May 2021)
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Alison Clare Munro Morris
IRN AXM23608
- SMF11 Chair of the Audit Committee (since 1 Oct 2025)
- Director of firm who is not a certification employee or a SMF manager (9 Sep 2024 to 30 Sep 2025)
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Alison Howie
IRN AXH00436
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
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Alison Jane Langstone Bolt
IRN AJL01250
- CF1 Director (AR) (4 Mar 2013 to 8 Sep 2015)
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Alison Jayne Howard
IRN AJH01501
- CF1 Director (AR) (1 Sep 2006 to 9 Oct 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Wave Estates & Finance Ltd (no longer appointed)
FRN 708327 · Appointed 26 Jun 2015 · Until 4 May 2020
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Integrated Business Analysis Limited (no longer appointed)
FRN 151544 · Appointed 25 Jun 2015 · Until 14 Jan 2019
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Burrows & Foy Financial Services (no longer appointed)
FRN 200234 · Appointed 23 Jun 2015 · Until 8 Jul 2021
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J W Ellison (Financial Advisers) Limited (no longer appointed)
FRN 409165 · Appointed 22 Jun 2015 · Until 30 Mar 2018
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First Choice Financial Solutions (no longer appointed)
FRN 214488 · Appointed 22 Jun 2015 · Until 24 May 2021
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Quantum3 Financial Services Limited (no longer appointed)
FRN 475037 · Appointed 22 Jun 2015 · Until 15 Aug 2025
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Monarch Mortgage Solutions Ltd (no longer appointed)
FRN 707370 · Appointed 19 Jun 2015 · Until 21 Mar 2023
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.