Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
16 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.

  • Julia Towarianskyj

    IRN JXT00121

    • (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julian Girdler

    IRN JXG00101

    • (2749)CF4 Partner (AR) (5 Mar 2008 to 15 Oct 2011)
    • (2750)CF1 Director (AR) (4 Sep 2006 to 5 Mar 2008)
  • Julian Kim Monroe

    IRN JKM01062

    • (1088)CF1 Director (AR) (18 Nov 2015 to 18 Mar 2018)
  • Julian Mark Docherty

    IRN JMD00016

    • (2035)CF1 Director (AR) (14 Apr 2015 to 14 Jan 2022)
  • Julian Mark Duffill

    IRN JMD01282

    • (709)CF1 Director (AR) (14 Jan 2014 to 13 Oct 2014)
  • Julian Mark Swann

    IRN JMS00043

    • (1184)CF1 Director (AR) (since 7 May 2020)
  • Julian Roberts Seddon

    IRN JXS00136

    • (430)CF1 Director (AR) (23 Jun 2015 to 8 Jul 2015)
  • Julie Anne Lowdon

    IRN JAL01301

    • (870)CF1 Director (AR) (24 Dec 2015 to 12 Jun 2020)
  • Julie Bouchere Ashley

    IRN JBA01031

    • (668)CF1 Director (AR) (14 Apr 2011 to 15 Mar 2021)
  • Julie Carolan

    IRN JXC02164

    • (152)CF1 Director (AR) (6 Dec 2007 to 7 Dec 2008)
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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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