Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
17 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.

  • Akhil Kumar Satsangi

    IRN AXS00034

    • (1331)CF1 Director (AR) (since 3 Aug 2015)
  • Akhtarul Islam Choudhury

    IRN AIC00007

    • (670)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (671)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2021)
  • Akshay Shah

    IRN AXS00643

    • (2420)Appointed representative dealing with clients for which they require qualification (9 Nov 2020 to 12 Oct 2021)
  • Alan Barlow

    IRN AXB00603

    • (1569)[FCA CF] Functions requiring qualifications (1 Feb 2021 to 17 Jul 2023)
  • Alan Christopher Murray

    IRN ACM01157

    • (67)CF1 Director (AR) (since 17 May 2013)
  • Alan Clive Bourne

    IRN ACB00050

    • (1264)[FCA CF] Manager of certification employee (1 Sep 2020 to 31 Dec 2020)
    • (1263)CF1 Director (AR) (1 Jun 2006 to 10 Jun 2008)
  • Alan Crook

    IRN AXC03288

    • (1477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1478)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1479)CF1 Director (AR) (since 26 Sep 2017)
  • Alan Gordon

    IRN AXG00895

    • (743)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (744)Appointed representative dealing with clients for which they require qualification (since 15 Apr 2024)
  • Alan Hewitt

    IRN AXH00203

    • (1740)Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 27 Nov 2020)
  • Alan Hood

    IRN AXH00033

    • (2474)CF1 Director (AR) (15 May 2006 to 21 Jan 2009)
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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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