Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
17 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.

  • Betty-Ann Ambury

    IRN BXA01215

    • (159)CF1 Director (AR) (3 Oct 2007 to 17 Mar 2009)
  • Beulah Antonin

    IRN BXA00066

    • (144)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (145)Appointed representative dealing with clients for which they require qualification (since 5 Apr 2023)
  • Beverley Ann Quinlan

    IRN BAQ00001

    • (440)CF1 Director (AR) (13 Oct 2008 to 29 May 2009)
  • Beverley Louise Flynn

    IRN BXF00111

    • (1450)[FCA CF] Client dealing (5 Aug 2022 to 22 Sep 2024)
    • (1451)[FCA CF] Functions requiring qualifications (5 Aug 2022 to 22 Sep 2024)
  • Beverley Rae Marie Loggia

    IRN BRL00007

    • (623)21. Advising or arranging (bringing about) equity release transactions
    • (624)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (625)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1272)CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
  • Beverly Malcolm

    IRN BXM00112

    • (1694)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Oct 2023)
  • Bharathi Bayrajee

    IRN BXB01471

    • (586)CF1 Director (AR) (12 May 2011 to 7 Jan 2013)
  • Bharatkumar Vipinchandra Desai

    IRN BVD00002

    • (147)CF1 Director (AR) (31 May 2007 to 22 Jun 2011)
  • Bhavesh Wadher

    IRN BXW00136

    • (1524)Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 22 Apr 2021)
  • Bhawana Shrestha

    IRN BXS02128

    • (2)CF1 Director (AR) (21 Apr 2016 to 11 Jan 2017)
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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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