Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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.

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