Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
4 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 Giovanni

    IRN DXG01381

    • (2879)CF1 Director (AR) (10 Sep 2014 to 12 Aug 2015)
  • David Gollick

    IRN DJG01204

    • (2428)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jan 2025)
    • (2429)CF1 Director (AR) (25 Aug 2011 to 8 Jan 2025)
  • David Graeme Bozzard

    IRN DGB01136

    • (610)CF1 Director (AR) (4 Jun 2010 to 30 Jun 2012)
  • David Graham Keys

    IRN DGK01037

    • (45)CF1 Director (AR) (16 Apr 2009 to 30 Aug 2009)
  • David Graham Munton

    IRN DGM01161

    • (366)CF1 Director (AR) (18 May 2017 to 19 Dec 2019)
  • David Hamblett

    IRN DXH01768

    • (2769)CF1 Director (AR) (23 Feb 2009 to 20 Dec 2017)
  • David Hargreaves

    IRN DXH00187

    • (1744)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2021)
  • David Heap

    IRN DXH00190

    • (337)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (336)21. Advising or arranging (bringing about) equity release transactions
    • (338)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Henry Griffith

    IRN DXG00062

    • (1291)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1292)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1293)CF1 Director (AR) (since 22 Jul 2014)
    • (2293)CF22 Investment Adviser (Trainee) (27 Apr 2006 to 10 Oct 2007)
    • (2294)CF1 Director (AR) (27 Apr 2006 to 25 May 2012)
  • David James Bragg

    IRN DJB00079

    • (2448)CF1 Director (AR) (28 Oct 2013 to 1 Dec 2020)
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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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