Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
44 minutes 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.

  • Andrew Maguire

    IRN AFM01061

    • (1091)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 22 May 2026)
  • Andrew Mark Saddington

    IRN AXS00209

    • (1266)CF1 Director (AR) (20 Oct 2010 to 15 Jul 2017)
  • Andrew McMahon Martin

    IRN AXM00319

    • (634)CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)
  • Andrew Moore

    IRN APM01215

    • (2954)[FCA CF] Significant management (1 Sep 2020 to 1 Dec 2021)
    • (2953)CF1 Director (AR) (27 Aug 2015 to 1 Dec 2021)
  • Andrew Mowat

    IRN AXM01360

    • (1444)Appointed representative dealing with clients for which they require qualification (16 Nov 2022 to 8 Dec 2023)
  • Andrew Norbert Gomes

    IRN ANG00003

    • (1210)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
  • Andrew North

    IRN AXN00063

    • (261)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (262)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Andrew Parkes

    IRN ACP00029

    • (49)CF1 Director (AR) (since 15 Jan 2008)
    • (681)CF4 Partner (AR) (2 Aug 2006 to 15 Jan 2008)
  • Andrew Patrick Jenkinson

    IRN APJ01067

    • (799)CF1 Director (AR) (25 Feb 2014 to 7 Mar 2025)
  • Andrew Paul Ottley

    IRN APO01015

    • (357)CF1 Director (AR) (12 Feb 2007 to 2 Aug 2016)
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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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