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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Brian George Owens
IRN BGO01006
- CF1 Director (AR) (21 May 2014 to 10 Jun 2016)
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Brian Gibson
IRN BXG00042
- 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)
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Brian James
IRN BPJ00001
- CF1 Director (AR) (25 Mar 2022 to 1 Feb 2024)
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Brian John Logan
IRN BJL00011
- CF1 Director (AR) (16 Jun 2014 to 10 Feb 2023)
- CF4 Partner (AR) (3 Sep 2007 to 10 Jun 2021)
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Brian Joseph O'Neill
IRN BJO01018
- CF1 Director (AR) (27 Nov 2006 to 19 Jan 2021)
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Brian Lynn
IRN BXL00009
- CF4 Partner (AR) (since 6 Jul 2015)
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Brian Palmer
IRN BLP00001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
- CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
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Brian Ruhomon
IRN BXR00053
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2021)
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Brian Sandiford
IRN BJS01085
- 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)
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Brian Toner
IRN BXT00041
- CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Real Solution Technique Limited (no longer appointed)
FRN 651929 · Appointed 28 Oct 2014 · Until 11 Mar 2020
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The Partnership (Southampton) Ltd (no longer appointed)
FRN 217794 · Appointed 27 Oct 2014 · Until 3 Oct 2024
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Lighthouse Independent Financial Advisers (Devon) Ltd (no longer appointed)
FRN 191895 · Appointed 22 Oct 2014 · Until 23 Dec 2015
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Robert Paul Worthington (no longer appointed)
FRN 649775 · Appointed 21 Oct 2014 · Until 29 Apr 2015
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Sutton Oaks Wealth Management Limited (no longer appointed)
FRN 648898 · Appointed 13 Oct 2014 · Until 2 Jun 2025
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Kennedy Wilde Associates LLP (no longer appointed)
FRN 615724 · Appointed 1 Oct 2014 · Until 3 May 2019
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Scott Walmsley Financial Services Limited (no longer appointed)
FRN 648095 · Appointed 30 Sep 2014 · Until 5 Dec 2017
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A Move Mortgage Services Ltd (no longer appointed)
FRN 647446 · Appointed 24 Sep 2014 · Until 25 Aug 2017
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.