Quilter Mortgage Planning Limited

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

  • Joseph Hanrahan

    IRN JTH01080

    • (2309)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
    • (2310)CF1 Director (AR) (14 Oct 2016 to 8 Sep 2023)
  • Joseph Lightfoot

    IRN JXL01824

    • (580)CF1 Director (AR) (12 Mar 2013 to 15 Mar 2017)
  • Joseph MacAndrew

    IRN JXM02387

    • (35)CF1 Director (AR) (1 Feb 2007 to 23 Feb 2007)
  • Joseph Mills

    IRN JXM00698

    • (1518)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2022)
  • Joseph Tumelty

    IRN JXT00357

    • (91)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (92)Appointed representative dealing with clients for which they require qualification (since 31 Aug 2021)
  • Josephine Anne Foster

    IRN JAF01201

    • (866)CF1 Director (AR) (21 Oct 2015 to 11 Feb 2022)
  • Josephine Colclough

    IRN JXC00284

    • (1790)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Apr 2026)
  • Josephine Jane Green

    IRN JJG01113

    • (916)CF1 Director (AR) (21 Oct 2019 to 27 Jul 2022)
  • Joshua Alexander Rocha Papa

    IRN JAP01249

    • (1016)CF1 Director (AR) (26 May 2011 to 15 Aug 2012)
  • Joshua Geeson

    IRN JXG00310

    • (1541)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Aug 2021)
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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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