Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
15 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.

  • Deborah Claridge

    IRN DJC01452

    • (947)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (948)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (949)CF1 Director (AR) (since 13 May 2016)
  • Deborah Collier

    IRN DAC01244

    • (74)CF1 Director (AR) (since 5 Sep 2024)
    • (906)CF1 Director (AR) (24 Dec 2019 to 14 Oct 2021)
    • (905)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jun 2025)
    • (904)CF4 Partner (AR) (13 Apr 2007 to 14 Dec 2011)
  • Deborah Jane Evans

    IRN DJE00041

    • (2025)CF1 Director (AR) (8 Aug 2006 to 10 Dec 2009)
  • Deborah Lee Crook

    IRN DLL01037

    • (64)CF1 Director (AR) (since 26 Sep 2017)
  • Deborah Lynn Young

    IRN DLY01003

    • (1972)Appointed representative dealing with clients for which they require qualification (7 Sep 2020 to 31 Aug 2022)
  • Deborah Michelle Taylor

    IRN DXT00391

    • (727)11. Pension transfer specialist
    • (728)[FCA CF] Client dealing (since 14 Jan 2025)
    • (729)[FCA CF] Functions requiring qualifications (since 14 Jan 2025)
  • Deborah Suzanne Milner

    IRN DSM00047

    • (2193)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
  • Debra Ann Cooke

    IRN DAC00022

    • (244)CF1 Director (AR) (24 Aug 2010 to 16 Apr 2012)
  • Debra Bishop

    IRN DXB01822

    • (676)CF1 Director (AR) (7 Jun 2007 to 14 Mar 2023)
  • Debra Garner

    IRN DCG00023

    • (590)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (591)Appointed representative dealing with clients for which they require qualification (since 31 Jan 2020)
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