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.

  • David Robert Kelly

    IRN DRK01037

    • (1135)CF1 Director (AR) (31 May 2017 to 9 Feb 2021)
  • David Robert Mallouppa

    IRN DXM00203

    • (1256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1257)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1258)CF1 Director (AR) (since 7 Aug 2015)
  • David Robert Scullard

    IRN DRS01175

    • (20)CF4 Partner (AR) (16 Dec 2008 to 9 Apr 2010)
  • David Robert Tyler

    IRN DRT01059

    • (2877)CF1 Director (AR) (29 Jul 2008 to 9 Jun 2009)
  • David Rodney Carter

    IRN DRC01158

    • (1023)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1024)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1025)CF1 Director (AR) (since 18 May 2007)
  • David Roswell Watts

    IRN DRW01085

    • (71)CF1 Director (AR) (6 Jun 2007 to 8 May 2008)
  • David Russell Harper

    IRN DRH01101

    • (2154)CF1 Director (AR) (18 Jul 2006 to 16 Feb 2011)
  • David Sharples

    IRN SXD00092

    • (660)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (661)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Stephen Wilmot

    IRN DSW01102

    • (625)CF1 Director (AR) (6 Jul 2011 to 12 Jan 2012)
  • David Stokes

    IRN DJS00076

    • (1119)CF1 Director (AR) (since 5 Aug 2015)
    • (2347)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
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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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