Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
10 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.

  • Jonathan Leslie Bingham

    IRN JLB00039

    • (1211)CF1 Director (AR) (31 Mar 2013 to 23 May 2022)
  • Jonathan Mark Buckley

    IRN JMB00010

    • (751)CF1 Director (AR) (31 Mar 2013 to 2 Jun 2025)
  • Jonathan Masters

    IRN JXM00215

    • (2332)CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
    • (2331)CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Jonathan Mcginn

    IRN JXM00313

    • (1686)Appointed representative dealing with clients for which they require qualification (9 Mar 2020 to 25 Mar 2021)
  • Jonathan Michael Davies

    IRN JMD00005

    • (1342)CF4 Partner (AR) (since 19 Aug 2015)
  • Jonathan Michael Little

    IRN JML01069

    • (2940)CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
  • Jonathan Morris

    IRN JXM03177

    • (744)CF1 Director (AR) (7 Aug 2013 to 17 Jan 2020)
  • Jonathan Mychalkiw

    IRN JXM03160

    • (2931)CF1 Director (AR) (7 May 2013 to 3 Dec 2013)
  • Jonathan Peck

    IRN JAP01206

    • (638)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (637)21. Advising or arranging (bringing about) equity release transactions
    • (639)Appointed representative dealing with clients for which they require qualification (since 8 Apr 2020)
  • Jonathan Peter Holt

    IRN JXH02500

    • (699)CF1 Director (AR) (16 Aug 2019 to 10 Sep 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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