Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
14 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.

  • Ivelina Petrova Andreeva

    IRN IPA01009

    • (610)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (611)Appointed representative dealing with clients for which they require qualification (since 19 Dec 2020)
  • Ivona Rousseva

    IRN IXR00096

    • (751)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (752)Appointed representative dealing with clients for which they require qualification (since 9 Oct 2023)
  • Ivor Francis Newman

    IRN IFN01003

    • (912)CF1 Director (AR) (31 Aug 2018 to 26 Feb 2021)
  • Ivor Messenger

    IRN IXM00012

    • (2072)CF4 Partner (AR) (21 Jul 2015 to 24 May 2021)
  • Iwona Skwara

    IRN IXS00148

    • (1489)Appointed representative dealing with clients for which they require qualification (22 Jul 2021 to 5 May 2023)
  • JOHN Traynor

    IRN JXT00016

    • (2090)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Nov 2020)
  • JORDYN AMELIA WARD

    IRN JXW00003

    • (1885)Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 12 Feb 2021)
  • Jack Cornell

    IRN JXC01120

    • (1353)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1354)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2023)
  • Jack Donnellan

    IRN JXD02516

    • (2733)CF1 Director (AR) (26 Feb 2019 to 13 Dec 2022)
  • Jack Drinkwater

    IRN JXD35215

    • (1923)Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 31 Jul 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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