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.

  • Graham Crawford Kirton

    IRN GCK01016

    • (1101)CF1 Director (AR) (7 Jun 2007 to 4 Oct 2007)
  • Graham Fenton

    IRN GXF00033

    • (1767)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2021)
  • Graham Heaney

    IRN GXH00096

    • (1251)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Oct 2021)
  • Graham Jones

    IRN GXJ00033

    • (1862)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Apr 2021)
    • (1861)[FCA CF] Client dealing (1 Sep 2020 to 22 Apr 2021)
  • Graham Leslie Ketch

    IRN GLK00001

    • (698)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (699)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Graham Leslie Sayer

    IRN GLS01057

    • (312)CF1 Director (AR) (2 Oct 2008 to 1 Feb 2009)
  • Graham McCabe

    IRN GXM35251

    • (1918)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
  • Graham Paul Alner

    IRN GPA01033

    • (674)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (675)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Graham Robert Jackson

    IRN GRJ00004

    • (404)CF1 Director (AR) (15 May 2006 to 20 Feb 2009)
  • Graham Roy Mitchelhill

    IRN GRM00019

    • (1364)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
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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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