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.

  • Lauren Elizabeth Murphy

    IRN LEM00014

    • (1)CF4 Partner (AR) (16 Dec 2008 to 9 May 2011)
  • Lauren Gault

    IRN LXG00079

    • (50)CF1 Director (AR) (since 29 Jan 2021)
  • Lauren O'Dwyer

    IRN LXO00063

    • (1426)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1427)Appointed representative dealing with clients for which they require qualification (since 26 May 2021)
  • Lauren Rebecca Murphy

    IRN LXM26723

    • (1935)CF1 Director (AR) (7 Jan 2020 to 13 Apr 2022)
    • (1934)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 13 Apr 2022)
  • Laurence Alexander Grais

    IRN LAG00005

    • (702)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (703)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Laurence Ball

    IRN LXB00302

    • (1498)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 20 Dec 2024)
  • Laurence Clarke

    IRN LXC00468

    • (1441)Appointed representative dealing with clients for which they require qualification (9 Mar 2023 to 5 Nov 2025)
  • Laurence David Strich

    IRN LDS00007

    • (2211)CF1 Director (AR) (19 Sep 2011 to 22 Mar 2013)
  • Lawrence Byng

    IRN LMB01169

    • (827)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (828)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (829)CF1 Director (AR) (since 5 Jun 2017)
  • Lawrence Docherty

    IRN LXD00062

    • (2329)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 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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