Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
14 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.

  • Dawn Chapman

    IRN DXC26706

    • (1439)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1440)Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
    • (1441)CF1 Director (AR) (since 30 Jan 2020)
  • Dawn Holly Fish

    IRN DXF00064

    • (1765)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2021)
  • Dean Aldis

    IRN DJA00008

    • (1368)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)
  • Dean Gary Mason

    IRN DGM01138

    • (787)CF1 Director (AR) (17 Nov 2015 to 6 Apr 2020)
  • Dean James Cooke

    IRN DJC01529

    • (710)CF1 Director (AR) (31 Aug 2018 to 26 Feb 2021)
  • Dean Manton

    IRN DAM00033

    • (787)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (788)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Dean Richard Franklin

    IRN DRF01056

    • (608)CF1 Director (AR) (6 Jul 2010 to 22 Feb 2012)
  • Dean Shipman

    IRN DXS00004

    • (718)[FCA CF] Manager of certification employee (since 1 Sep 2020)
  • Debbie Adam-Watts

    IRN DXA01368

    • (1046)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1047)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1048)CF1 Director (AR) (since 11 Sep 2008)
  • Debbie Barton

    IRN DXB22564

    • (2920)SMF17 Money Laundering Reporting Officer (MLRO) (20 Jan 2020 to 11 Jan 2024)
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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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