Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 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.

  • Carl Anthony Wallis

    IRN CXW00163

    • (154)[FCA CF] Significant management (since 29 Oct 2024)
  • Carl Bunce

    IRN CXB00149

    • (1356)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2021)
  • Carl David Scholfield

    IRN CDS00017

    • (2587)CF4 Partner (AR) (31 Jan 2013 to 31 Jan 2017)
  • Carl Dean John Lavis

    IRN CDL01069

    • (2817)CF1 Director (AR) (3 Nov 2022 to 6 Oct 2023)
  • Carl Derbyshire

    IRN CXD00095

    • (414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (415)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carl Ray

    IRN CAR01178

    • (1)CF1 Director (AR) (since 3 Apr 2017)
    • (855)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
  • Carl Roy Hobbins

    IRN CRH01135

    • (2240)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
  • Carl Scott

    IRN CBS01022

    • (545)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (544)21. Advising or arranging (bringing about) equity release transactions
    • (546)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Carla Harvey

    IRN CXH01616

    • (153)CF1 Director (AR) (14 Nov 2007 to 29 Sep 2008)
  • Carla Peel

    IRN CXP35268

    • (1915)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Yamin Fang (no longer appointed)

    FRN 470106 · Appointed 23 Nov 2012 · Until 1 Jan 2013

  • Brian David Picton (no longer appointed)

    FRN 566860 · Appointed 21 Nov 2012 · Until 4 Apr 2013

  • P. H. Coates Ltd (no longer appointed)

    FRN 591149 · Appointed 13 Nov 2012 · Until 4 Nov 2019

  • Michael Barry (no longer appointed)

    FRN 403797 · Appointed 12 Nov 2012 · Until 23 Nov 2020

  • Gary Oxborough (no longer appointed)

    FRN 591118 · Appointed 12 Nov 2012 · Until 17 Jul 2019

  • SimFin Mortgages Ltd (no longer appointed)

    FRN 590722 · Appointed 9 Nov 2012 · Until 24 Oct 2021

  • Max Lezar (no longer appointed)

    FRN 590760 · Appointed 6 Nov 2012 · Until 11 Jan 2013

  • Annaley Lay (no longer appointed)

    FRN 590797 · Appointed 6 Nov 2012 · Until 27 Apr 2020

  • Seth Thomas (no longer appointed)

    FRN 590789 · Appointed 6 Nov 2012 · Until 16 May 2014

  • Frederick Charles Finance Ltd (no longer appointed)

    FRN 590747 · Appointed 5 Nov 2012 · Until 3 May 2013

Show more

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

Show more