Quilter Mortgage Planning Limited

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

  • Charles Lewis John Lipman

    IRN CXL00033

    • (2263)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jan 2021)
    • (2262)CF4 Partner (AR) (6 May 2010 to 20 Jan 2021)
  • Charles Sandey

    IRN CXS01800

    • (118)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (119)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Charlotte Angela Whitworth

    IRN CAW01102

    • (209)CF1 Director (AR) (3 Sep 2009 to 6 Oct 2009)
  • Charlotte Cisarello

    IRN CXJ00067

    • (2789)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
  • Charlotte Kathleen O'Neill

    IRN CXO00026

    • (2362)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 May 2022)
  • Charlotte Lucy Ferrier

    IRN CLF01056

    • (933)CF1 Director (AR) (20 May 2017 to 18 Feb 2021)
  • Charlotte White

    IRN CXT00324

    • (798)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (799)Appointed representative dealing with clients for which they require qualification (since 24 Jun 2022)
  • Chloe Rebecca Dance

    IRN CXD00476

    • (1439)Appointed representative dealing with clients for which they require qualification (20 Jun 2023 to 21 Nov 2023)
  • Chris Cheetham

    IRN CXC00143

    • (1795)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2021)
  • Chris Ferguson

    IRN CXF01393

    • (990)CF1 Director (AR) (9 Sep 2013 to 23 Mar 2016)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Stagg (no longer appointed)

    FRN 528373 · Appointed 29 Dec 2011 · Until 4 Jan 2014

  • Amanda Jane Cassidy (no longer appointed)

    FRN 447933 · Appointed 28 Dec 2011 · Until 7 May 2020

  • Adnan Butt (no longer appointed)

    FRN 558832 · Appointed 21 Dec 2011 · Until 2 Mar 2017

  • John Fox (no longer appointed)

    FRN 571592 · Appointed 20 Dec 2011 · Until 16 Mar 2015

  • Fast Track Capital Ltd (no longer appointed)

    FRN 571384 · Appointed 19 Dec 2011 · Until 30 Sep 2014

  • John Kynaston (no longer appointed)

    FRN 191630 · Appointed 13 Dec 2011 · Until 16 Jun 2023

  • Paul Harris (no longer appointed)

    FRN 408738 · Appointed 9 Dec 2011 · Until 31 May 2016

  • Lisa Laughton (no longer appointed)

    FRN 498589 · Appointed 17 Nov 2011 · Until 9 Apr 2012

  • Stuart Goodwin (no longer appointed)

    FRN 568318 · Appointed 15 Nov 2011 · Until 31 Dec 2020

  • Jennifer Usher (no longer appointed)

    FRN 568107 · Appointed 14 Nov 2011 · Until 28 Nov 2011

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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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