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.

  • Barry Gregg Davies

    IRN BGD00005

    • (1414)CF1 Director (AR) (5 Feb 2013 to 31 Dec 2020)
  • Barry John Edward Mathews

    IRN BJM01136

    • (433)CF1 Director (AR) (18 Oct 2007 to 7 Oct 2008)
  • Barry O'Reilly

    IRN BXO00013

    • (1842)[FCA CF] Manager of certification employee (1 Sep 2020 to 28 Feb 2023)
  • Barry Pinner

    IRN BVP00001

    • (1259)CF1 Director (AR) (since 10 Feb 2015)
  • Barry Robin Cook

    IRN BXC35324

    • (530)[FCA CF] Significant management (since 6 May 2022)
    • (1909)[FCA CF] Manager of certification employee (1 Jun 2025 to 2 Jul 2025)
  • Barry Thomas Fitzsimmons

    IRN BTF00003

    • (1318)Appointed representative dealing with clients for which they require qualification (19 Aug 2021 to 9 Sep 2022)
  • Barry Vickers

    IRN BXV00013

    • (1601)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2021)
  • Barry Watling

    IRN BJW01038

    • (2151)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
  • Barry Wilson

    IRN BXW00054

    • (172)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (173)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Bartosz Bronislaw Laskowski

    IRN BBL01006

    • (931)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (932)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (933)CF1 Director (AR) (since 20 Jan 2012)
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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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