Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
19 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)
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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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