Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
18 hours ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

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

    Show 1 limitation
    • · 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

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • HUGH BREEN

    IRN HXB00011

    • (2528)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2021)
    • (2529)CF1 Director (AR) (2 May 2014 to 6 May 2021)
  • Hakikat Rai Chadda

    IRN KRC01032

    • (2827)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2021)
    • (2828)CF1 Director (AR) (2 Jun 2010 to 23 Jul 2010)
  • Hanlie Van Staden

    IRN HXV01130

    • (835)[FCA CF] Manager of certification employee (since 1 Dec 2025)
    • (836)[FCA CF] Significant management (since 30 Sep 2024)
  • Hannah Jane Grieve

    IRN HXG28131

    • (2282)CF1 Director (AR) (3 Feb 2020 to 1 Sep 2021)
  • Hannah Marie Jenkins

    IRN HMB01082

    • (2850)CF30 Customer (19 Dec 2017 to 14 Sep 2018)
  • Harbajan Singh Bhandal

    IRN HSB01030

    • (1082)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
    • (1083)CF1 Director (AR) (16 Oct 2013 to 30 Apr 2021)
  • Harbhajan Dhaliwal

    IRN HXD00030

    • (1780)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2021)
  • Haris Aftab Mian

    IRN HAM01039

    • (168)CF1 Director (AR) (27 Nov 2012 to 4 Nov 2019)
  • Harjinder Singh Atwal

    IRN HXA00038

    • (1820)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Nov 2020)
  • Harminder Kaur Rajput

    IRN HXR00034

    • (1656)Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 31 Dec 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: Intrinsic Mortgage Planning Ltd

  2. permission removed: CBTL Effective Date

  3. permission removed: CBTL Status

  4. controlled function added: (1512)SMF1 Chief Executive

  5. controlled function added: (1511)SMF2 Chief Finance

  6. controlled function added: (1510)CF1 Director (AR)

  7. controlled function added: (1509)SMF9 Chair of the Governing Body

  8. controlled function added: (1508)CF1 Director (AR)

  9. controlled function added: (1507)CF1 Director (AR)

  10. controlled function added: (1506)SMF10 Chair of the Risk Committee

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