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.

  • Lee Bradley

    IRN LJB01095

    • (2032)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Lee Corbin

    IRN LDC01027

    • (305)11. Pension transfer specialist
    • (307)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • (306)[FCA CF] Client dealing (since 1 Sep 2020)
  • Lee David Ballard

    IRN LXB91425

    • (2457)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2021)
  • Lee David Howard

    IRN LDH01039

    • (1006)CF1 Director (AR) (since 28 Nov 2013)
    • (2718)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2024)
  • Lee Dunville

    IRN LXD01445

    • (319)CF1 Director (AR) (27 Nov 2014 to 23 Aug 2016)
  • Lee Edward Wells

    IRN LEW01018

    • (1071)CF4 Partner (AR) (since 28 Mar 2012)
    • (2524)CF1 Director (AR) (15 Aug 2018 to 12 Nov 2025)
  • Lee Franklin

    IRN LXF00028

    • (1760)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
  • Lee Freer

    IRN LXF01305

    • (2437)CF1 Director (AR) (11 Jun 2014 to 17 Mar 2015)
  • Lee Green

    IRN LJG00026

    • (2190)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2024)
  • Lee Hawthorn

    IRN LSH01019

    • (1149)CF1 Director (AR) (since 7 May 2020)
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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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