Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
22 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.

  • Joanne Kelly

    IRN JXK00222

    • (1365)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1366)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Joanne Richmond

    IRN JXR00156

    • (227)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (228)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Joanne Storer

    IRN JXS00224

    • (482)11. Pension transfer specialist
    • (484)[FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • (483)[FCA CF] Client dealing (since 1 Sep 2020)
  • Joanne Sutton

    IRN JRT01086

    • (2892)CF1 Director (AR) (26 Feb 2014 to 1 Jun 2015)
  • Joanne Taylor

    IRN JXT01675

    • (571)CF1 Director (AR) (14 Sep 2011 to 15 Nov 2012)
  • Jodie Kate Hitchens

    IRN JXH00579

    • (1507)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 6 Aug 2021)
  • Jody Ashford

    IRN JXA00241

    • (101)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (100)21. Advising or arranging (bringing about) equity release transactions
    • (102)Appointed representative dealing with clients for which they require qualification (since 18 May 2020)
  • Joe Prince

    IRN JXP00443

    • (515)[FCA CF] Manager of certification employee (since 10 Jun 2021)
    • (516)[FCA CF] Significant management (since 10 Jun 2021)
  • Joel Francis Benson

    IRN JXB02118

    • (354)CF1 Director (AR) (7 Aug 2007 to 5 Oct 2007)
  • Joel Pomeroy

    IRN JXP00193

    • (2302)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2021)
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