Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 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.

  • John Ram

    IRN JXR01573

    • (361)CF1 Director (AR) (14 Nov 2007 to 4 Sep 2009)
  • John Robert Boss

    IRN JRB00043

    • (2375)CF4 Partner (AR) (3 Jul 2007 to 30 Sep 2013)
  • John Robert Goodyer

    IRN JXG00149

    • (361)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (362)Appointed representative dealing with clients for which they require qualification (since 13 Oct 2020)
  • John Roland Blackman

    IRN JRB00041

    • (456)CF1 Director (AR) (2 Jul 2007 to 28 Jul 2010)
  • John Ronald Knight

    IRN JRK00014

    • (1231)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • John Roy Cummings

    IRN JRC01176

    • (2371)CF1 Director (AR) (25 Jul 2007 to 25 Sep 2010)
  • John Samuels

    IRN JXS00253

    • (1642)Appointed representative dealing with clients for which they require qualification (2 Oct 2020 to 31 Mar 2021)
  • John Scott Ashburn

    IRN JXA00103

    • (1822)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2021)
  • John Sharp

    IRN JMS00021

    • (586)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (587)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • John Stephen O'Connor

    IRN JSO01016

    • (1086)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1087)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1088)CF1 Director (AR) (since 13 Mar 2013)
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