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 Pierre Barham

    IRN JPB00013

    • (434)CF4 Partner (AR) (25 Jul 2008 to 30 Jun 2009)
    • (435)CF1 Director (AR) (20 May 2008 to 30 Jun 2009)
  • Jonathan Shears

    IRN JXS02199

    • (2548)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2023)
    • (2549)CF1 Director (AR) (1 Jul 2008 to 20 Sep 2013)
  • Jonathan Smith

    IRN JRS01312

    • (886)21. Advising or arranging (bringing about) equity release transactions
    • (887)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (888)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (889)CF1 Director (AR) (since 15 Mar 2019)
  • Jonathan White

    IRN JXW02045

    • (1032)CF1 Director (AR) (13 Oct 2015 to 24 Jul 2020)
  • Jonathan Woodley

    IRN JXW00180

    • (1867)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 8 Jun 2022)
    • (1866)[FCA CF] Client dealing (1 Sep 2020 to 8 Jun 2022)
  • Jordan Elcock

    IRN JXW00209

    • (2785)Appointed representative dealing with clients for which they require qualification (16 Sep 2020 to 17 Feb 2023)
  • Jorden Nevin Lyons

    IRN JXL00229

    • (1579)Appointed representative dealing with clients for which they require qualification (19 Jul 2023 to 21 Aug 2024)
  • Joseph Antony Doidge

    IRN JAD00021

    • (593)CF1 Director (AR) (15 May 2014 to 8 Dec 2014)
  • Joseph Brookes

    IRN JXB03685

    • (2840)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2022)
    • (2841)CF1 Director (AR) (8 Jun 2018 to 1 Jul 2022)
  • Joseph Dean Fleet-Chapman

    IRN JXF00456

    • (1355)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1356)Appointed representative dealing with clients for which they require qualification (since 27 Sep 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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