Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
3 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.

  • Alan Shields

    IRN AXS00294

    • (9)CF1 Director (AR) (24 Jan 2013 to 3 Jul 2017)
  • Alan Woosey

    IRN AXW00082

    • (19)CF4 Partner (AR) (since 29 Jun 2011)
  • Alasdair Carroll

    IRN AXC00228

    • (1799)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
  • Alastair Guy

    IRN AXG00164

    • (348)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (349)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Alastair Thomas

    IRN AXT00111

    • (1610)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Feb 2024)
  • Albert Callander

    IRN AXC00149

    • (2241)CF1 Director (AR) (23 May 2013 to 11 Apr 2018)
  • Albert Graham Jones

    IRN AGJ00006

    • (680)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (681)Appointed representative dealing with clients for which they require qualification (since 7 Jul 2021)
    • (1344)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
  • Albert John Tilstone

    IRN AJT00033

    • (600)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (601)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Albert Paul Mawhinney

    IRN APM00030

    • (2125)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jan 2022)
  • Aled John Mynton Watkins

    IRN AXW00173

    • (2774)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2021)
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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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