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.

  • Aleksandra Katarzyna Lasek

    IRN AKL01040

    • (630)CF1 Director (AR) (9 May 2016 to 11 Oct 2019)
  • Alessio Carpignano

    IRN AXC02198

    • (980)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (982)CF1 Director (AR) (since 28 Jan 2020)
    • (981)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Alex Hudson

    IRN AXH00205

    • (2826)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
  • Alex Taylor Napier

    IRN AXN00078

    • (1581)Appointed representative dealing with clients for which they require qualification (18 Nov 2020 to 8 Oct 2021)
  • Alex Walker

    IRN AXW00658

    • (1447)Appointed representative dealing with clients for which they require qualification (22 Aug 2023 to 5 Feb 2024)
  • Alex Williams

    IRN AXW00361

    • (1521)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2024)
  • Alex Yazdani

    IRN HAY00001

    • (41)CF1 Director (AR) (since 19 Mar 2015)
    • (705)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Dec 2023)
  • Alexander Daniel Chiswell

    IRN ADC01134

    • (355)CF1 Director (AR) (20 Aug 2007 to 14 May 2009)
  • Alexander Gardner

    IRN AXG00643

    • (1357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1359)CF1 Director (AR) (since 22 Aug 2024)
    • (1358)Appointed representative dealing with clients for which they require qualification (since 20 Sep 2022)
  • Alexander Jamieson

    IRN ASJ00006

    • (1258)[FCA CF] Manager of certification employee (1 Sep 2020 to 27 Apr 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Diamond Mortgages (no longer appointed)

    FRN 496823 · Appointed 25 Feb 2009 · Until 28 Feb 2010

  • Anna Kellett (no longer appointed)

    FRN 496650 · Appointed 20 Feb 2009 · Until 5 Aug 2009

  • J.Downey (no longer appointed)

    FRN 489331 · Appointed 18 Feb 2009 · Until 12 Feb 2010

  • Richard Caldwell (no longer appointed)

    FRN 496514 · Appointed 17 Feb 2009 · Until 24 Feb 2021

  • Simply Investment Limited (no longer appointed)

    FRN 496436 · Appointed 16 Feb 2009 · Until 20 Dec 2017

  • Stuart James Clark (no longer appointed)

    FRN 216439 · Appointed 10 Feb 2009 · Until 21 Sep 2011

  • C A Hughes (no longer appointed)

    FRN 481561 · Appointed 10 Feb 2009 · Until 15 May 2009

  • Opening Doors Finance LLP (no longer appointed)

    FRN 496229 · Appointed 10 Feb 2009 · Until 30 Sep 2013

  • ATG Financial Solutions (no longer appointed)

    FRN 495970 · Appointed 4 Feb 2009 · Until 23 Aug 2013

  • Eric Bulcock (no longer appointed)

    FRN 495840 · Appointed 30 Jan 2009 · Until 3 May 2013

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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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