Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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.

  • Elaine Cook

    IRN EXC00066

    • (2433)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2022)
  • Elaine Finlay

    IRN EXF00024

    • (1872)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
  • Elaine Mcgoldrick

    IRN EXM00063

    • (293)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (294)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Eli Kosiner

    IRN EAK01023

    • (1072)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 May 2022)
    • (1073)CF1 Director (AR) (20 Apr 2017 to 27 May 2022)
  • Elizabeth Ann Maunder

    IRN EAM00025

    • (631)CF4 Partner (AR) (21 Dec 2006 to 24 May 2012)
    • (632)CF1 Director (AR) (19 Dec 2006 to 21 Dec 2006)
  • Elizabeth Babs Tong

    IRN EXT86681

    • (1888)Appointed representative dealing with clients for which they require qualification (16 Jul 2020 to 2 May 2023)
    • (1889)CF1 Director (AR) (2 Jul 2020 to 2 May 2023)
  • Elizabeth Barnes

    IRN MEL00008

    • (1146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1148)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1147)CF4 Partner (AR) (since 16 Aug 2018)
  • Elizabeth Dawn Kilborn

    IRN EXK01108

    • (432)CF1 Director (AR) (1 Jun 2006 to 27 Nov 2011)
  • Elizabeth Emma Gill

    IRN EEG01010

    • (2633)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 May 2021)
  • Elizabeth Hardman

    IRN EXH00118

    • (1515)Appointed representative dealing with clients for which they require qualification (22 Sep 2020 to 10 Nov 2021)
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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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