Quilter Mortgage Planning Limited

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

  • Gary Walker

    IRN GXW01456

    • (2768)CF1 Director (AR) (30 Dec 2013 to 21 Dec 2016)
  • Gary Wilcock

    IRN GSW00015

    • (972)CF1 Director (AR) (since 6 Feb 2013)
  • Gaurav Shukla

    IRN GXS00129

    • (2217)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Nov 2021)
  • Gavin Alan Whiting

    IRN GAW01101

    • (212)CF1 Director (AR) (1 Nov 2006 to 7 Feb 2008)
  • Gavin Anderson

    IRN GXA00046

    • (1826)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2021)
  • Gavin Dorman

    IRN GXD01451

    • (584)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (585)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gavin Farr

    IRN GEF00001

    • (1217)CF1 Director (AR) (since 20 Nov 2013)
  • Gavin James Kennedy Milroy

    IRN GJM00037

    • (342)CF1 Director (AR) (6 Jun 2007 to 28 Jul 2009)
  • Gavin John Little

    IRN GJL01117

    • (823)CF1 Director (AR) (20 Oct 2017 to 5 Dec 2017)
    • (822)CF4 Partner (AR) (15 Apr 2016 to 1 Jul 2022)
  • Gavin John Tilstone

    IRN GXT00137

    • (96)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (97)Appointed representative dealing with clients for which they require qualification (since 9 Dec 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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