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.

  • Gareth Levene

    IRN GXL00158

    • (1895)Appointed representative dealing with clients for which they require qualification (21 Jun 2021 to 25 Apr 2023)
  • Garry Lee Penfold

    IRN GLP01023

    • (1157)CF1 Director (AR) (since 23 Jan 2024)
  • Garry Wilcox

    IRN GXW00071

    • (1221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1222)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1223)CF1 Director (AR) (since 21 Jul 2015)
  • Gary Boakes

    IRN GXB84293

    • (1425)CF1 Director (AR) (since 17 Jun 2020)
  • Gary Boyack

    IRN GEB00023

    • (2609)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Nov 2022)
    • (2610)CF1 Director (AR) (10 Sep 2014 to 9 Nov 2022)
  • Gary Brassett

    IRN GPB00021

    • (647)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (648)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gary Brian McNeil

    IRN GBM00001

    • (2757)CF1 Director (AR) (11 Sep 2015 to 25 Apr 2020)
  • Gary Bunting

    IRN GXB00625

    • (730)11. Pension transfer specialist
    • (732)[FCA CF] Functions requiring qualifications (since 10 Jan 2025)
    • (731)[FCA CF] Client dealing (since 10 Jan 2025)
  • Gary Cockerill

    IRN GRC01117

    • (550)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (549)21. Advising or arranging (bringing about) equity release transactions
    • (551)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gary Cosgrove

    IRN GDC01064

    • (2890)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2023)
    • (2891)CF1 Director (AR) (29 Aug 2013 to 24 Jul 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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