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.

  • Agyemang Duah Baffour

    IRN IAB00006

    • (475)CF1 Director (AR) (31 Jan 2017 to 17 Oct 2018)
  • Ahmed Bawa

    IRN AXB03752

    • (2941)CF1 Director (AR) (27 Aug 2019 to 19 Mar 2026)
  • Ahmed Shezad Khan

    IRN ASK01042

    • (1059)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1060)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1061)CF1 Director (AR) (since 22 Jan 2010)
  • Aicha Baya Saadi

    IRN ABS01094

    • (2456)CF1 Director (AR) (14 Aug 2018 to 5 Sep 2018)
  • Aidan Darrall

    IRN AXD00188

    • (1783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2021)
  • Aidan George

    IRN ASG01076

    • (517)11. Pension transfer specialist
    • (518)[FCA CF] Client dealing (since 1 Sep 2020)
    • (519)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Aidan Kearns

    IRN AGK00002

    • (1365)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Aidan Richard O'Neill

    IRN ARO01014

    • (2432)CF4 Partner (AR) (21 Feb 2014 to 5 May 2021)
  • Aila Mary Taylor

    IRN AMT01127

    • (711)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (712)Appointed representative dealing with clients for which they require qualification (since 12 Nov 2020)
  • Ajay Waroo

    IRN AXW01999

    • (898)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (899)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (900)CF1 Director (AR) (since 12 Mar 2019)
Show more

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

Show more

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

Show more