Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
16 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.

  • Basharat Hussain

    IRN BXH01331

    • (110)CF1 Director (AR) (12 May 2008 to 19 Jul 2010)
  • Basma Mohamed

    IRN BXM18892

    • (1481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1482)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1483)CF1 Director (AR) (since 22 Aug 2019)
  • Beata Szebenyi-Beres

    IRN BXS00068

    • (1614)Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 6 Mar 2024)
  • Beattie Acheson

    IRN BXA00049

    • (464)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (465)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Belinda Jane Taylor

    IRN BJT00011

    • (1279)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
    • (1278)CF1 Director (AR) (1 Jun 2006 to 31 May 2012)
    • (1277)CF4 Partner (AR) (10 Apr 2006 to 1 Jun 2006)
  • Belinda Lancefield

    IRN BXL01137

    • (424)CF1 Director (AR) (31 Oct 2006 to 5 Nov 2007)
  • Ben Alexander Quennell

    IRN BXQ00006

    • (466)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (467)Appointed representative dealing with clients for which they require qualification (since 16 May 2024)
  • Ben Cully

    IRN BXC01516

    • (540)CF1 Director (AR) (1 May 2012 to 18 May 2016)
  • Ben Jury

    IRN BXJ00043

    • (323)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (324)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Ben Robert Madden

    IRN BRM01048

    • (1063)CF1 Director (AR) (since 19 Mar 2014)
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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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