Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
16 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.

  • Allison Whiteley

    IRN AMW00040

    • (1018)CF1 Director (AR) (since 20 Dec 2012)
  • Aly Anil Kassam

    IRN AAK01048

    • (1051)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1052)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1053)CF1 Director (AR) (since 21 Nov 2007)
  • Amadeep Singh

    IRN AXS01280

    • (783)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (784)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
  • Amanda Brencher

    IRN AXB00328

    • (439)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (440)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Amanda Featherstone

    IRN AXG00138

    • (619)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (620)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Amanda Jane Cassidy

    IRN AJC00074

    • (1294)CF1 Director (AR) (since 9 Feb 2022)
    • (1295)[FCA CF] Significant management (since 2 Nov 2020)
    • (2301)[FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Amanda Jane Hall

    IRN AXH00019

    • (2139)CF1 Director (AR) (31 Mar 2013 to 31 Dec 2013)
  • Amanda Jean Crane

    IRN AXC00805

    • (17)CF4 Partner (AR) (since 7 Jul 2022)
  • Amanda Puntis

    IRN AXP00204

    • (1658)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
  • Amanda Walker

    IRN AXW00170

    • (1600)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 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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