Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
8 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 Haddon Irwin

    IRN JHI00001

    • (605)CF1 Director (AR) (16 Mar 2007 to 16 Nov 2009)
  • John Hodgekins

    IRN JWH01089

    • (1176)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2021)
  • John Hood

    IRN JXH01896

    • (358)CF1 Director (AR) (12 Feb 2007 to 22 Jun 2009)
  • John Ian Douglas

    IRN JID00002

    • (1328)Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 8 Feb 2024)
  • John James McAllister

    IRN JXM00312

    • (1688)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2023)
  • John James Morgan

    IRN JJM01218

    • (232)CF1 Director (AR) (23 Oct 2017 to 14 Nov 2018)
  • John Johnston Liddell

    IRN JJL01041

    • (2114)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Dec 2020)
    • (2115)CF1 Director (AR) (14 Jun 2013 to 21 Dec 2020)
  • John Joseph Christopher Scott

    IRN JJS00014

    • (2037)CF1 Director (AR) (23 Jan 2019 to 10 Sep 2019)
  • John Karamouzis

    IRN JXK00048

    • (76)CF1 Director (AR) (since 7 May 2013)
  • John Keith Ward

    IRN JKW01062

    • (2547)CF1 Director (AR) (17 Nov 2015 to 6 Oct 2017)
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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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