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.

  • Andrew Bernard Thompson

    IRN ABT00006

    • (2958)Responsible for Insurance Mediation (14 Apr 2020 to 30 Jun 2020)
    • (2956)Responsibility for MCD Intermediation (14 Apr 2020 to 30 Jun 2020)
    • (2959)SMF3 Executive Director (9 Dec 2019 to 30 Jun 2020)
    • (2960)SMF1 Chief Executive (9 Dec 2019 to 30 Jun 2020)
    • (2957)Responsible for Insurance Distribution (25 Nov 2019 to 30 Jun 2020)
    • (2961)CF3 Chief Executive (11 Mar 2016 to 8 Dec 2019)
    • (2963)CF1 Director (16 Apr 2014 to 8 Dec 2019)
    • (2962)CF1 Director (AR) (18 Apr 2012 to 30 Jun 2020)
  • Andrew Brooks

    IRN AXB00004

    • (1039)CF1 Director (AR) (19 Dec 2013 to 16 Dec 2015)
  • Andrew Charles Uncles

    IRN ACU00001

    • (1265)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1266)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1267)CF1 Director (AR) (since 28 Nov 2011)
  • Andrew Christian Townsend

    IRN ACT01071

    • (735)CF1 Director (AR) (16 Mar 2012 to 17 Jul 2017)
  • Andrew Colin Lawrence

    IRN ACL00025

    • (2382)CF1 Director (AR) (8 Apr 2019 to 30 Apr 2020)
  • Andrew Colin Mills

    IRN ACM00038

    • (1324)CF1 Director (AR) (1 Aug 2007 to 18 Mar 2022)
    • (1323)CF4 Partner (AR) (10 Jan 2007 to 1 Aug 2007)
  • Andrew David Townend

    IRN ADT00003

    • (344)CF1 Director (AR) (9 Jul 2009 to 12 Jan 2011)
  • Andrew David Victor Friday

    IRN ADF01077

    • (1016)CF1 Director (AR) (since 24 Mar 2020)
    • (2699)Appointed representative dealing with clients for which they require qualification (5 Apr 2020 to 5 Jul 2023)
  • Andrew Dixon

    IRN ACD01145

    • (2614)CF1 Director (AR) (16 Mar 2018 to 29 Nov 2021)
  • Andrew Doyle

    IRN ACD00009

    • (1357)[FCA CF] Manager of certification employee (1 Sep 2020 to 14 Aug 2023)
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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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