Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 days 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.

  • Lisa Boulton

    IRN LMB01172

    • (927)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2021)
    • (928)CF1 Director (AR) (15 Nov 2017 to 29 Dec 2020)
  • Lisa Cremer

    IRN LXC00170

    • (140)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (141)Appointed representative dealing with clients for which they require qualification (since 11 Feb 2022)
  • Lisa Dixon

    IRN LXD35213

    • (1924)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2021)
  • Lisa Emily Howard

    IRN LEH01037

    • (45)CF1 Director (AR) (since 2 Dec 2013)
  • Lisa Holloway

    IRN LXH00100

    • (1859)[FCA CF] Client dealing (1 Sep 2020 to 22 Jan 2024)
    • (1860)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 22 Jan 2024)
  • Lisa Howes

    IRN LXS01375

    • (654)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (655)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Lisa Jane Stanbridge

    IRN LJS01152

    • (476)CF4 Partner (AR) (13 Nov 2013 to 13 Apr 2015)
  • Lisa Joanne Oreshko

    IRN LXO00021

    • (249)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (250)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Lisa Neath

    IRN LXN00023

    • (1679)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2021)
  • Lisa Ollerton

    IRN LXO01173

    • (764)CF1 Director (AR) (1 Jun 2016 to 28 Oct 2016)
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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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