Quilter Mortgage Planning Limited

FRN: 440718
Date authorised: 1 April 2013
Companies House: 05495327
Last scraped: 2 days 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 Hide limitations
- · 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 Hide limitations
- · 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)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Riverside Financial Solutions LLP (no longer appointed)
FRN 517065 · Appointed 26 Apr 2013 · Until 24 Feb 2018
RJM & Associates (Hampton) Ltd (no longer appointed)
FRN 572289 · Appointed 26 Apr 2013 · Until 2 Dec 2013
Acquire your Business Limited (no longer appointed)
FRN 524895 · Appointed 26 Apr 2013 · Until 20 Jul 2022
The Excell Partnership LLP (no longer appointed)
FRN 498668 · Appointed 26 Apr 2013 · Until 22 Apr 2022
A S Business Consultants Ltd (no longer appointed)
FRN 503726 · Appointed 26 Apr 2013 · Until 23 Nov 2020
Westland Financial Limited (no longer appointed)
FRN 599704 · Appointed 25 Apr 2013 · Until 14 Jul 2014
Desmond Richards (no longer appointed)
FRN 526188 · Appointed 22 Apr 2013 · Until 31 May 2019
Evans & Associates Financial Planning Ltd (no longer appointed)
FRN 517147 · Appointed 18 Apr 2013 · Until 16 Dec 2013
Quilter Private Client Advisers Limited (no longer appointed)
FRN 227836 · Appointed 18 Apr 2013 · Until 16 Apr 2025
Bespoke Financial Services Ltd (no longer appointed)
FRN 490636 · Appointed 17 Apr 2013 · Until 31 Dec 2014

Recent activity

Updates to this firm's record on the FCA register.

2 days ago
trading name added: Intrinsic Mortgage Planning Ltd
2 days ago
permission removed: CBTL Effective Date
2 days ago
permission removed: CBTL Status
2 days ago
controlled function added: (1512)SMF1 Chief Executive
2 days ago
controlled function added: (1511)SMF2 Chief Finance
2 days ago
controlled function added: (1510)CF1 Director (AR)
2 days ago
controlled function added: (1509)SMF9 Chair of the Governing Body
2 days ago
controlled function added: (1508)CF1 Director (AR)
2 days ago
controlled function added: (1507)CF1 Director (AR)
2 days ago
controlled function added: (1506)SMF10 Chair of the Risk Committee

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.