Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
5 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.

  • Julie Clayton

    IRN JDC00041

    • (560)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (561)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julie Elizabeth Longmuir

    IRN JEL00007

    • (259)CF1 Director (AR) (13 Sep 2006 to 21 Apr 2016)
  • Julie Elizabeth Sides

    IRN JXS00258

    • (1627)Appointed representative dealing with clients for which they require qualification (7 Sep 2020 to 17 Aug 2021)
  • Julie Michelle Stolworthy

    IRN JXS01990

    • (403)CF4 Partner (AR) (16 Oct 2006 to 31 Dec 2008)
  • Julie Sadler

    IRN JXS02792

    • (676)[FCA CF] Significant management (since 1 May 2021)
    • (995)SMF17 Money Laundering Reporting Officer (MLRO) (23 Jan 2025 to 10 Nov 2025)
    • (996)[FCA CF] Manager of certification employee (1 May 2021 to 1 Jul 2023)
  • Julie Whitworth

    IRN JXW01749

    • (820)CF4 Partner (AR) (24 Nov 2006 to 3 May 2022)
  • Julie Wilby

    IRN JXW00213

    • (2755)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Nov 2021)
  • Julie Woolmer

    IRN JCM01169

    • (2864)[FCA CF] Manager of certification employee (1 Sep 2020 to 10 Nov 2021)
  • Juliet Peggy Henstridge

    IRN JXH00246

    • (1741)Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 5 Sep 2022)
  • Julita Nikonowicz

    IRN JXN01359

    • (2248)CF1 Director (AR) (31 Aug 2012 to 18 Apr 2017)
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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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