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.

  • Kathleen Jones

    IRN KXJ00048

    • (325)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (326)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathleen Southwell

    IRN KXS01572

    • (167)CF1 Director (AR) (23 Oct 2007 to 26 Jun 2009)
  • Kathryn Fleming

    IRN KXF00037

    • (1762)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jan 2023)
  • Kathryn Harland

    IRN KXH00113

    • (1039)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1040)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1041)CF1 Director (AR) (since 10 Mar 2010)
  • Kathryn Owen

    IRN KXO01181

    • (588)CF1 Director (AR) (7 Jun 2011 to 15 Jan 2014)
  • Katie Curry

    IRN KXC00077

    • (1784)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Jul 2023)
  • Katie Scorey

    IRN KXS00118

    • (224)21. Advising or arranging (bringing about) equity release transactions
    • (225)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (226)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Katrina Grant

    IRN KXG01621

    • (2257)CF1 Director (AR) (25 Jan 2018 to 27 Feb 2021)
  • Katrina Martin

    IRN KXM00120

    • (1877)[FCA CF] Significant management (1 Sep 2020 to 31 May 2021)
    • (1876)[FCA CF] Manager of certification employee (1 Sep 2020 to 31 May 2021)
  • Katy Eatenton

    IRN KXE00025

    • (398)21. Advising or arranging (bringing about) equity release transactions
    • (399)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (400)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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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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