Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
10 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.

  • Faisal Mohammed Yasin

    IRN FMY01001

    • (131)CF1 Director (AR) (30 Aug 2013 to 15 Apr 2014)
  • Farook Chaudhry

    IRN FXC01350

    • (472)CF1 Director (AR) (14 Aug 2013 to 18 Aug 2015)
  • Farzad Ferdowsian

    IRN FXF01131

    • (973)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (974)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (975)CF1 Director (AR) (since 25 Jun 2010)
  • Fay Blackie

    IRN FXB00031

    • (1808)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2021)
  • Faye Dunlop

    IRN FXD00093

    • (769)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (770)Appointed representative dealing with clients for which they require qualification (since 2 Mar 2023)
  • Fayesoma Egan

    IRN FXE86686

    • (1419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1421)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2020)
    • (1420)CF4 Partner (AR) (since 2 Jul 2020)
  • Federico Javier De Diego

    IRN FXD00021

    • (1781)Appointed representative dealing with clients for which they require qualification (10 Feb 2020 to 6 Jul 2021)
  • Fei Gao

    IRN FFG00001

    • (1982)CF1 Director (AR) (15 Apr 2016 to 17 Dec 2020)
  • Felicity Alexandra Hannah McSheehy

    IRN FAG01026

    • (2677)CF1 Director (AR) (21 Oct 2019 to 4 Jul 2023)
  • Felicity Mary Kate Rice

    IRN FMR01032

    • (2249)CF1 Director (AR) (20 Dec 2017 to 22 Mar 2018)
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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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