Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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.

  • Daniel Smethurst

    IRN DAS01248

    • (1073)CF1 Director (AR) (since 12 Aug 2013)
  • Daniel Stephen Joinson

    IRN DXJ00128

    • (1525)Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 7 Jun 2021)
  • Daniel Stuart Cooper

    IRN DXC00295

    • (2574)Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 29 Sep 2023)
  • Daniel Turner

    IRN DXT78592

    • (2753)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Daniel Webb

    IRN DXW00104

    • (2772)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
  • Daniel Woodall

    IRN DXW01453

    • (701)CF4 Partner (AR) (19 Dec 2006 to 27 Mar 2020)
  • Daniel Yazdani

    IRN DXY00010

    • (2694)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 27 Mar 2025)
  • Daniela Serban

    IRN DXS00193

    • (220)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (221)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Danielle Colleen Murphy

    IRN DXM00216

    • (269)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (270)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Danny James Garner

    IRN DXG00113

    • (1756)Appointed representative dealing with clients for which they require qualification (7 Oct 2020 to 5 Mar 2021)
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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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