Quilter Mortgage Planning Limited

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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
Buy-to-Let Start Date
Buy-to-Let Status
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.

Graham Wayne Parker
IRN GXP01613
- CF1 Director (AR) (2 Jan 2015 to 31 Jan 2020)
Grainger Jones
IRN GVJ00002
- CF1 Director (AR) (14 Apr 2015 to 20 Jul 2016)
Grant Ginno
IRN GXG00043
- Appointed representative dealing with clients for which they require qualification (3 Aug 2020 to 9 Feb 2021)
Grant Robert Pendleton
IRN GRP00017
- CF1 Director (AR) (1 Jul 2014 to 3 Jul 2014)
Grant Vernon Miles
IRN GVM00002
- CF1 Director (AR) (29 May 2009 to 6 Apr 2021)
Gregg Anthony Lewis
IRN GXL90706
- 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 27 Sep 2022)
Gregor Ninian Stewart
IRN GNS01032
- SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Jun 2020)
- SMF10 Chair of the Risk Committee (9 Dec 2019 to 30 Jun 2020)
- SMF11 Chair of the Audit Committee (9 Dec 2019 to 30 Jun 2020)
- CF2 Non Executive Director (7 Oct 2015 to 8 Dec 2019)
Gregory Hannah
IRN GXH00078
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jan 2022)
Gregory John Cooke
IRN GXC01949
- CF1 Director (AR) (20 Apr 2015 to 12 Sep 2016)
Gregory Scott Kangley
IRN GSK00003
- CF1 Director (AR) (28 Jul 2015 to 2 Sep 2015)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.