Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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.

  • Carolyn Wood

    IRN CXW00112

    • (1594)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Mar 2021)
  • Carrie Jane White

    IRN CJW01248

    • (684)CF1 Director (AR) (19 Jan 2007 to 6 Jul 2022)
  • Cassady Scattergood

    IRN CXS00127

    • (1638)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2021)
  • Cassandra Simmons

    IRN CXS00934

    • (735)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (736)Appointed representative dealing with clients for which they require qualification (since 8 Nov 2024)
  • Cathal Joseph McEvoy

    IRN CXM00407

    • (1527)Appointed representative dealing with clients for which they require qualification (23 Dec 2020 to 7 Jun 2023)
  • Catherine Abrahams

    IRN CXA01270

    • (188)CF1 Director (AR) (8 Aug 2007 to 31 Dec 2008)
  • Catherine Ayres

    IRN CXW00053

    • (1154)CF1 Director (AR) (11 Mar 2021 to 19 May 2025)
    • (1153)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 May 2025)
  • Catherine Collar

    IRN CAC01189

    • (259)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (258)21. Advising or arranging (bringing about) equity release transactions
    • (260)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Catherine Humphreys

    IRN CXH19675

    • (1947)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2023)
    • (1948)CF1 Director (AR) (5 Sep 2019 to 9 May 2023)
  • Catherine Lucy Turner

    IRN CLT01048

    • (2938)SMF7 Group Entity Senior Manager (9 Dec 2019 to 15 May 2020)
    • (2939)CF2 Non Executive Director (31 Dec 2016 to 8 Dec 2019)
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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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