Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
7 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)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more