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.

  • Jeffery Stewart Pitt

    IRN JSP01085

    • (329)CF1 Director (AR) (16 Jul 2007 to 13 Jul 2009)
  • Jeffrey Allan Hope

    IRN JAH01231

    • (804)CF1 Director (AR) (20 Aug 2015 to 27 Nov 2020)
  • Jeffrey Dooley

    IRN JXD02132

    • (895)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (896)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (897)CF1 Director (AR) (since 26 Nov 2014)
    • (2391)CF4 Partner (AR) (27 Feb 2014 to 2 Dec 2019)
  • Jeffrey Gordon Webb

    IRN JGW00010

    • (503)CF1 Director (AR) (7 Sep 2015 to 19 Sep 2016)
  • Jeffrey Henry Bullock

    IRN JHB00029

    • (1261)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
    • (1260)CF4 Partner (AR) (5 Mar 2015 to 2 Jan 2024)
  • Jenna Boal

    IRN JXB00174

    • (1881)Appointed representative dealing with clients for which they require qualification (10 Feb 2020 to 6 Jul 2021)
  • Jenna Elizabeth Kirby

    IRN JXK00098

    • (1714)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
  • Jenna Louise Clossick

    IRN JXC00732

    • (85)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (86)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2023)
  • Jennifer Anne Larsen

    IRN JAL01237

    • (40)CF4 Partner (AR) (5 Aug 2008 to 1 Apr 2014)
  • Jennifer Cookman

    IRN JXC00200

    • (562)CF1 Director (AR) (12 Sep 2013 to 31 Jan 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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