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.

  • Ellis Lowe

    IRN EXC00064

    • (1791)Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 11 Jan 2024)
  • Elyse Church-Ford

    IRN EXC00063

    • (1793)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Mar 2021)
  • Emily Ludgate

    IRN EXL00157

    • (777)11. Pension transfer specialist
    • (778)[FCA CF] Client dealing (since 7 Jan 2025)
    • (779)[FCA CF] Functions requiring qualifications (since 7 Jan 2025)
    • (1442)[FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
    • (1443)[FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
  • Emily Matthew

    IRN EXM00068

    • (2721)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 29 Oct 2025)
  • Emily Mays

    IRN EXM00062

    • (2481)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
  • Emily Walker

    IRN EXW00174

    • (800)21. Advising or arranging (bringing about) equity release transactions
    • (801)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (802)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
  • Emma Bryan

    IRN EXB26960

    • (694)CF1 Director (AR) (13 Jan 2020 to 2 Jun 2023)
  • Emma Craig

    IRN ELC01048

    • (896)CF1 Director (AR) (25 Nov 2016 to 5 May 2019)
  • Emma Flynn

    IRN EXF00060

    • (1510)Appointed representative dealing with clients for which they require qualification (25 Feb 2022 to 9 Jun 2023)
  • Emma Gardiner

    IRN EXG00023

    • (493)[FCA CF] Manager of certification employee (since 12 Feb 2024)
    • (1869)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Jul 2022)
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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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