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.

John Ram
IRN JXR01573
- CF1 Director (AR) (14 Nov 2007 to 4 Sep 2009)
John Robert Boss
IRN JRB00043
- CF4 Partner (AR) (3 Jul 2007 to 30 Sep 2013)
John Robert Goodyer
IRN JXG00149
- 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 13 Oct 2020)
John Roland Blackman
IRN JRB00041
- CF1 Director (AR) (2 Jul 2007 to 28 Jul 2010)
John Ronald Knight
IRN JRK00014
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
John Roy Cummings
IRN JRC01176
- CF1 Director (AR) (25 Jul 2007 to 25 Sep 2010)
John Samuels
IRN JXS00253
- Appointed representative dealing with clients for which they require qualification (2 Oct 2020 to 31 Mar 2021)
John Scott Ashburn
IRN JXA00103
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2021)
John Sharp
IRN JMS00021
- 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)
John Stephen O'Connor
IRN JSO01016
- 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)
- CF1 Director (AR) (since 13 Mar 2013)

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.