Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
38 minutes 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.

  • James Stewart Robb

    IRN JSR00018

    • (807)CF4 Partner (AR) (28 Jul 2015 to 27 Oct 2020)
  • James Stuart Crankshaw Clegg

    IRN JSC01124

    • (274)CF1 Director (AR) (2 Aug 2006 to 29 Feb 2012)
    • (273)CF22 Investment Adviser (Trainee) (2 Aug 2006 to 5 Oct 2007)
  • James Thomas McCallum

    IRN JXM00452

    • (2863)CF1 Director (AR) (10 Sep 2009 to 30 Apr 2010)
  • James Todd

    IRN JWT01038

    • (2698)CF1 Director (AR) (21 Dec 2015 to 14 Mar 2018)
  • James Trevor Ford

    IRN JTF01029

    • (2808)CF1 Director (AR) (8 Feb 2010 to 29 Dec 2015)
  • James Walton

    IRN JAW01255

    • (558)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (559)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • James Watson

    IRN JXW00542

    • (1897)Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 2 Apr 2024)
  • James Wight

    IRN JXW00098

    • (105)CF1 Director (AR) (1 Sep 2010 to 31 Jan 2011)
  • James William Morgans

    IRN JWM01155

    • (948)CF1 Director (AR) (7 Mar 2016 to 25 Nov 2017)
  • James William Musker

    IRN JWM01086

    • (1191)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
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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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