Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
5 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 Castin Pawley

    IRN JCP00020

    • (1296)CF1 Director (AR) (since 21 Jul 2015)
  • John Chamberlain

    IRN JXC00283

    • (1796)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2022)
  • John Charles Amies Wilkinson

    IRN JCW01175

    • (649)[FCA CF] Significant management (since 16 Jan 2026)
  • John Charles Kirk

    IRN JCK00001

    • (862)CF1 Director (AR) (31 Mar 2013 to 11 Jul 2013)
  • John Clifford Edward Woolhouse

    IRN JCW00071

    • (2188)CF1 Director (AR) (12 Feb 2014 to 18 Jun 2014)
  • John Cowan

    IRN JXC01360

    • (2706)CF2 Non Executive Director (AR) (21 Mar 2016 to 14 Mar 2018)
    • (2707)CF1 Director (AR) (23 Dec 2015 to 28 Aug 2019)
  • John Cummins

    IRN JXC00286

    • (2397)CF1 Director (AR) (18 Jan 2021 to 11 Jan 2024)
    • (2396)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
  • John David Adams

    IRN JDA00007

    • (491)CF1 Director (AR) (25 Nov 2016 to 18 Mar 2017)
  • John Dodd

    IRN JMD00007

    • (1386)CF1 Director (AR) (10 Aug 2015 to 7 Mar 2024)
  • John Edward MacKenzie

    IRN JEM00048

    • (2179)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
    • (2180)CF1 Director (AR) (13 Jul 2010 to 31 Mar 2026)
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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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