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 Braithwaite
IRN DXB00063
- CF1 Director (AR) (since 19 Aug 2010)
David Brock
IRN DXB01704
- CF1 Director (AR) (9 Aug 2007 to 31 Aug 2008)
David Buckland
IRN DXB00199
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2020)
David Capel
IRN DXC01279
- CF1 Director (19 Jan 2006 to 31 Dec 2012)
David Cargill Beattie
IRN DCB00009
- CF7 Sole Trader (AR) (24 Nov 2006 to 31 Jan 2007)
- CF22 Investment Adviser (Trainee) (24 Nov 2006 to 27 Apr 2007)
David Carter
IRN DWC01081
- 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 7 Jul 2006)
David Chilvers
IRN DXC02601
- CF1 Director (AR) (since 26 Aug 2017)
David Christien Alexander Stacey
IRN DXS14792
- CF1 Director (AR) (16 Mar 2021 to 19 May 2021)
David Christopher Dean
IRN DCD00013
- CF4 Partner (AR) (25 Jul 2008 to 4 Aug 2020)
- CF1 Director (AR) (20 May 2008 to 19 Aug 2022)
David Christopher Osborne Weller
IRN DCW00027
- CF1 Director (AR) (4 Feb 2015 to 3 Aug 2021)

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.