Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
2 days 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.

  • Jasnit Khaneja

    IRN JXK16409

    • (644)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (645)Appointed representative dealing with clients for which they require qualification (since 22 Jun 2020)
  • Jason Anthony McGuigan

    IRN JXM01740

    • (2177)CF1 Director (AR) (20 Oct 2017 to 5 Dec 2017)
    • (2176)CF4 Partner (AR) (12 Apr 2016 to 1 Jul 2022)
  • Jason Barton

    IRN JXB01980

    • (429)CF1 Director (AR) (2 May 2007 to 9 Nov 2010)
  • Jason Behan

    IRN JXB00304

    • (453)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (454)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jason Box

    IRN JAB00058

    • (1337)CF22 Investment Adviser (Trainee) (21 Apr 2006 to 5 Oct 2007)
    • (1338)CF1 Director (AR) (21 Apr 2006 to 21 Aug 2008)
  • Jason Browne

    IRN JPB01269

    • (1021)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2021)
  • Jason Chiles Moisey

    IRN JCM01220

    • (2581)CF1 Director (AR) (20 Oct 2014 to 2 Jun 2025)
  • Jason Clive Watkins

    IRN JCW00076

    • (2100)CF1 Director (AR) (16 Dec 2016 to 6 Apr 2022)
  • Jason Gates

    IRN JXG01577

    • (2366)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2022)
  • Jason Harrington Francis

    IRN JHF00011

    • (633)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (634)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1275)CF1 Director (AR) (31 Jul 2008 to 1 Jan 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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