Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
21 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.

  • Jake Stott

    IRN JXS00738

    • (1491)Appointed representative dealing with clients for which they require qualification (29 Jun 2022 to 30 Jun 2023)
  • James Adam

    IRN JXA00070

    • (2520)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • James Adam Kear

    IRN JXK79216

    • (1901)Appointed representative dealing with clients for which they require qualification (10 Sep 2021 to 29 Sep 2023)
  • James Alan Allott

    IRN JAA01175

    • (577)CF1 Director (AR) (6 Feb 2012 to 22 Sep 2014)
  • James Alexander Kuhr

    IRN JAK00020

    • (1278)CF1 Director (AR) (since 9 Mar 2016)
  • James Alexander Pirie

    IRN JXP00286

    • (1576)Appointed representative dealing with clients for which they require qualification (13 Dec 2022 to 9 Nov 2023)
  • James Alexander Robert Perrin

    IRN JXP00191

    • (1665)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Oct 2021)
  • James Allwork

    IRN JXA02240

    • (1465)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1466)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1467)CF1 Director (AR) (since 26 Feb 2018)
  • James Andrew Furzer

    IRN JAF01209

    • (844)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (845)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (846)CF1 Director (AR) (since 21 May 2016)
  • James Andrew Slimming

    IRN JAS01501

    • (463)CF1 Director (AR) (23 Jan 2014 to 16 Sep 2014)
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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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