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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Ben Rooney
IRN BXR00098
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2025)
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Benedict Flanders
IRN BPF00004
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2022)
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Benedict McIntyre
IRN BXM01440
- CF4 Partner (AR) (24 Feb 2009 to 13 Dec 2010)
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Benedict Williams
IRN BXW00051
- [FCA CF] Manager of certification employee (since 1 Sep 2020)
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Beniamin Dominik Rupotacki
IRN BDR01030
- CF1 Director (AR) (5 Jun 2013 to 19 May 2017)
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Benjamin Connor Fenton
IRN BXF00144
- CF1 Director (AR) (since 24 Jul 2023)
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Benjamin George Richard Farrar
IRN BXF01061
- CF4 Partner (AR) (2 Apr 2009 to 24 Jun 2013)
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Benjamin Holdsworth
IRN BXH01495
- CF1 Director (AR) (16 Jul 2015 to 1 Feb 2017)
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Benjamin John Waterer
IRN BJW01089
- CF1 Director (AR) (30 Oct 2006 to 30 Apr 2011)
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Benjamin Kistell
IRN BXK00035
- Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 11 Jun 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Tipping and Webb Ltd
FRN 938668 · Appointed 17 Nov 2020
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Robert Barnett
FRN 413115 · Appointed 10 Sep 2020
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Stanley Phillip
FRN 221635 · Appointed 28 Aug 2020
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Harper's Financial Services Ltd
FRN 931910 · Appointed 26 Aug 2020
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John Tilstone
FRN 932514 · Appointed 20 Aug 2020
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Trafalgar Mortgages & Financial Services
FRN 446398 · Appointed 13 Aug 2020
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Alpha-Omega Financial Services Ltd
FRN 928939 · Appointed 15 Jul 2020
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Vivid Mortgages
FRN 928375 · Appointed 24 Jun 2020
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Verve Financial Ltd
FRN 927002 · Appointed 10 Jun 2020
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The Mortgage Workshop Ltd
FRN 926568 · Appointed 22 May 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.