Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
23 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.

  • Gary David Greenfield

    IRN GDG01039

    • (1510)CF1 Director (AR) (since 3 Jan 2008)
  • Gary Douglas Ellard

    IRN GXE00039

    • (252)CF1 Director (AR) (31 Mar 2013 to 27 Jul 2015)
  • Gary Edward Wooding

    IRN GEW00001

    • (2678)CF1 Director (AR) (6 Jul 2017 to 30 Oct 2019)
  • Gary Ellenton

    IRN GXE00001

    • (2046)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2021)
  • Gary Elliot

    IRN GXE01092

    • (1208)CF1 Director (AR) (31 Jul 2006 to 12 Feb 2009)
  • Gary Francis Cook

    IRN GFC00001

    • (323)CF1 Director (AR) (29 Nov 2006 to 14 Sep 2010)
  • Gary Frederick Kane

    IRN GXK00015

    • (2129)CF1 Director (AR) (31 May 2007 to 19 Aug 2011)
  • Gary Hall

    IRN GXH01488

    • (1125)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
    • (1126)CF1 Director (AR) (24 May 2017 to 7 Jul 2023)
  • Gary James Cowley

    IRN GJC01109

    • (1993)CF4 Partner (AR) (18 Mar 2015 to 31 Jul 2018)
  • Gary James Dawkins

    IRN GJD00013

    • (85)CF1 Director (AR) (13 Oct 2006 to 8 Oct 2009)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more