Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
6 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.

  • Joffrey Denning

    IRN JXC02940

    • (81)CF1 Director (AR) (since 17 Jul 2015)
  • John Ahmed

    IRN JXA00059

    • (546)CF4 Partner (AR) (22 Aug 2012 to 29 Oct 2013)
  • John Alexander Draper

    IRN JAD01226

    • (2460)CF1 Director (AR) (18 Dec 2013 to 24 Feb 2021)
  • John Andrew Miller

    IRN JAM00057

    • (1416)CF4 Partner (AR) (26 Apr 2013 to 30 Nov 2013)
    • (1415)CF30 Customer (26 Apr 2013 to 30 Nov 2013)
  • John Barnard

    IRN JPB00011

    • (2604)CF1 Director (AR) (5 Dec 2014 to 16 Oct 2024)
  • John Baugh

    IRN JXB01751

    • (189)CF1 Director (AR) (8 Nov 2006 to 30 Sep 2009)
  • John Bernard Crozier

    IRN JBC00002

    • (1413)CF1 Director (AR) (17 Jul 2013 to 31 Mar 2022)
  • John Bisset

    IRN JXB02938

    • (24)CF4 Partner (AR) (since 1 Apr 2014)
  • John Brian Mills

    IRN JBM01075

    • (431)CF1 Director (AR) (26 Oct 2006 to 19 Dec 2008)
  • John Carter

    IRN JAC00053

    • (810)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (811)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1311)CF1 Director (AR) (16 Aug 2012 to 4 Dec 2020)
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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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