Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • Hayley Elizabeth Matheson

    IRN HEM01023

    • (578)CF4 Partner (AR) (7 Oct 2011 to 30 Sep 2013)
  • Hayley Furlong

    IRN HXF00021

    • (378)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (379)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hayley Louise Causon

    IRN HXC00042

    • (1797)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2025)
  • Hayley Nock

    IRN HXN00009

    • (263)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (264)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hayley Skinner

    IRN HXS26698

    • (1443)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1442)21. Advising or arranging (bringing about) equity release transactions
    • (1444)Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
    • (2333)CF1 Director (AR) (9 Jan 2020 to 30 Jun 2023)
  • Heide Swift

    IRN HXS00074

    • (2832)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Heidi Pearson

    IRN HXP01204

    • (581)CF4 Partner (AR) (28 Jun 2011 to 13 Dec 2013)
  • Helen Armitage

    IRN HXA00037

    • (1825)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Helen Bambridge

    IRN HXB00133

    • (796)CF1 Director (AR) (11 Aug 2021 to 4 Feb 2026)
  • Helen Furness

    IRN HJL01041

    • (969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (970)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (971)CF1 Director (AR) (since 20 Mar 2019)
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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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