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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Damian Craig Youell
IRN DCY01011
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
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Damian Gavin Patterson
IRN DGP01084
- CF1 Director (AR) (1 May 2012 to 21 Jan 2015)
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Damian John Cain
IRN DJC01324
- CF1 Director (AR) (6 Aug 2007 to 31 Oct 2008)
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Daneel Van Straaten
IRN DXV01105
- CF1 Director (AR) (30 Jun 2017 to 14 Mar 2018)
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Daniel Alexander Cumming
IRN DXC00444
- Appointed representative dealing with clients for which they require qualification (6 Oct 2021 to 2 Sep 2022)
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Daniel Anderson
IRN DXA01388
- CF4 Partner (AR) (10 Oct 2007 to 27 Dec 2007)
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Daniel Andrew Spurr
IRN DXS00195
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2022)
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Daniel Batchelor
IRN DXB02238
- 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 11 Apr 2013)
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Daniel Bourne
IRN DXB01847
- CF1 Director (AR) (30 May 2006 to 6 Jul 2009)
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Daniel Burner
IRN DPB00031
- CF1 Director (AR) (since 9 Dec 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Mortgage & General Limited (no longer appointed)
FRN 647445 · Appointed 24 Sep 2014 · Until 24 Oct 2018
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The Mortgage Broker (Devon) Ltd (no longer appointed)
FRN 647466 · Appointed 24 Sep 2014 · Until 25 Jul 2016
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Connect & Protect Financial Limited (no longer appointed)
FRN 585294 · Appointed 15 Sep 2014 · Until 24 Jul 2024
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Cedar Call Centre Services (no longer appointed)
FRN 646637 · Appointed 15 Sep 2014 · Until 27 Oct 2014
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Abode Financial Associates Ltd (no longer appointed)
FRN 632081 · Appointed 12 Sep 2014 · Until 28 Dec 2016
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The Mortgage and Financial Advice Place Ltd (no longer appointed)
FRN 631633 · Appointed 8 Sep 2014 · Until 5 Jun 2021
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Symetra Financial Services Ltd (no longer appointed)
FRN 631548 · Appointed 5 Sep 2014 · Until 8 Sep 2014
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The Mortgage Brokerage (UK) Limited (no longer appointed)
FRN 631369 · Appointed 3 Sep 2014 · Until 9 Nov 2022
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.