Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
6 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.

  • Justin Brady

    IRN JPB01305

    • (868)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (869)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (870)CF1 Director (AR) (since 28 Jul 2015)
  • Justin LUSHER

    IRN JBC00026

    • (572)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (573)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Justin Lee Fordham

    IRN JXF00118

    • (385)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (386)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Justin Michael Barton

    IRN JMB00014

    • (719)CF1 Director (AR) (21 Jul 2006 to 24 Feb 2021)
  • Justin Pym

    IRN JXP00063

    • (1303)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1304)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1305)CF1 Director (AR) (since 1 Apr 2016)
  • Justin Thomas

    IRN JXT00117

    • (1611)Appointed representative dealing with clients for which they require qualification (9 Sep 2020 to 26 Mar 2021)
  • Justine Stewart

    IRN JXS00101

    • (665)[FCA CF] Manager of certification employee (since 8 Sep 2025)
  • Kabaljit Singh Sandhu

    IRN KSS01032

    • (116)CF1 Director (AR) (16 Feb 2007 to 19 Oct 2011)
  • Kanvil Latif

    IRN KXL01512

    • (848)CF1 Director (AR) (18 Jan 2018 to 28 Apr 2020)
  • Karamjeet Hanspal

    IRN KSH01046

    • (930)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Aug 2023)
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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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