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.

David Giovanni
IRN DXG01381
- CF1 Director (AR) (10 Sep 2014 to 12 Aug 2015)
David Gollick
IRN DJG01204
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jan 2025)
- CF1 Director (AR) (25 Aug 2011 to 8 Jan 2025)
David Graeme Bozzard
IRN DGB01136
- CF1 Director (AR) (4 Jun 2010 to 30 Jun 2012)
David Graham Keys
IRN DGK01037
- CF1 Director (AR) (16 Apr 2009 to 30 Aug 2009)
David Graham Munton
IRN DGM01161
- CF1 Director (AR) (18 May 2017 to 19 Dec 2019)
David Hamblett
IRN DXH01768
- CF1 Director (AR) (23 Feb 2009 to 20 Dec 2017)
David Hargreaves
IRN DXH00187
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2021)
David Heap
IRN DXH00190
- 21. Advising or arranging (bringing about) equity release transactions
- 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)
David Henry Griffith
IRN DXG00062
- 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 22 Jul 2014)
- CF22 Investment Adviser (Trainee) (27 Apr 2006 to 10 Oct 2007)
- CF1 Director (AR) (27 Apr 2006 to 25 May 2012)
David James Bragg
IRN DJB00079
- CF1 Director (AR) (28 Oct 2013 to 1 Dec 2020)

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.