Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
8 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.

  • Anthony Walker

    IRN AXW01838

    • (612)CF1 Director (AR) (13 Jul 2010 to 10 Dec 2014)
  • Antoinette Sheila Simms

    IRN AXS00647

    • (1552)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 28 Mar 2022)
  • Antonio Bracci

    IRN ABB00014

    • (1241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1242)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1243)CF1 Director (AR) (since 10 Jun 2015)
  • Antonio Iannelli

    IRN AXI00008

    • (1289)CF1 Director (AR) (since 29 Jul 2020)
  • Antonio Salentino

    IRN AXS02032

    • (2907)CF1 Director (AR) (6 Aug 2007 to 16 Jun 2010)
  • Antony Baker

    IRN AWB01125

    • (838)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (837)21. Advising or arranging (bringing about) equity release transactions
    • (839)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (840)CF1 Director (AR) (since 19 Dec 2017)
    • (2300)CF30 Customer (1 Jun 2020 to 9 Aug 2021)
  • Antony Charlton Beltran

    IRN ACB01180

    • (321)CF1 Director (AR) (15 Sep 2008 to 11 Feb 2009)
  • Antony Dolman

    IRN ARD00035

    • (2043)CF1 Director (AR) (10 Oct 2008 to 10 May 2022)
  • Antony Ievoli

    IRN TXI00005

    • (1093)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1094)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Antony Jaggard

    IRN AXJ01634

    • (270)CF1 Director (AR) (3 Feb 2015 to 10 Feb 2019)
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