Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 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.

  • Alkeshkumar Patel

    IRN AXP00091

    • (369)CF1 Director (AR) (18 Aug 2006 to 2 Jul 2009)
  • Allan Charles Rowe

    IRN ACR01083

    • (1090)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1091)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1092)CF1 Director (AR) (since 31 Oct 2012)
  • Allan Cuthbertson Young

    IRN ACY00002

    • (667)CF1 Director (AR) (18 May 2015 to 29 Jan 2016)
  • Allan Henry Sorrell Pennington

    IRN AHP01036

    • (1168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1169)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1170)CF1 Director (AR) (since 10 Aug 2012)
  • Allan James Smith

    IRN AJS00077

    • (157)CF1 Director (AR) (1 Sep 2011 to 15 Nov 2012)
  • Allan Matthews

    IRN AXM01852

    • (1194)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1196)CF1 Director (AR) (since 24 Feb 2025)
    • (1195)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2615)CF1 Director (AR) (21 Jun 2010 to 26 May 2023)
  • Allan Paul Storer

    IRN APS01199

    • (2307)Appointed representative dealing with clients for which they require qualification (28 Oct 2020 to 12 May 2023)
    • (2308)CF1 Director (AR) (26 Jan 2016 to 2 May 2018)
  • Allan Reginald Michael Young

    IRN ARY00001

    • (907)CF4 Partner (AR) (21 Jun 2013 to 5 May 2020)
  • Allan Robert Pascoe

    IRN ARP00009

    • (2071)CF4 Partner (AR) (4 Aug 2015 to 24 May 2021)
  • Allison May Rietveld

    IRN AXR00517

    • (1471)Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 9 Nov 2022)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Gerard Snow (no longer appointed)

    FRN 543476 · Appointed 21 Mar 2011 · Until 23 Nov 2020

  • Jason Ruddy (no longer appointed)

    FRN 543201 · Appointed 16 Mar 2011 · Until 9 Mar 2016

  • James Mark Shields (no longer appointed)

    FRN 542083 · Appointed 24 Feb 2011 · Until 25 Feb 2021

  • Andrew Staines (no longer appointed)

    FRN 541992 · Appointed 23 Feb 2011 · Until 1 Jan 2013

  • Stephen Fletcher (no longer appointed)

    FRN 408790 · Appointed 21 Feb 2011 · Until 11 Jul 2011

  • Robert Bickerdike-Casson (no longer appointed)

    FRN 541433 · Appointed 14 Feb 2011 · Until 4 Dec 2012

  • Thomas Metcalf (no longer appointed)

    FRN 539725 · Appointed 20 Jan 2011 · Until 2 Nov 2016

  • Blewitt Financial LLP (no longer appointed)

    FRN 535563 · Appointed 23 Dec 2010 · Until 5 Apr 2011

  • Sean Bruen (no longer appointed)

    FRN 538043 · Appointed 21 Dec 2010 · Until 20 Jun 2016

  • Stephen Jones (no longer appointed)

    FRN 498088 · Appointed 21 Dec 2010 · Until 27 Jan 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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