Quilter Mortgage Planning Limited

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

  • Hayley Elizabeth Matheson

    IRN HEM01023

    • (578)CF4 Partner (AR) (7 Oct 2011 to 30 Sep 2013)
  • Hayley Furlong

    IRN HXF00021

    • (378)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (379)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hayley Louise Causon

    IRN HXC00042

    • (1797)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2025)
  • Hayley Nock

    IRN HXN00009

    • (263)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (264)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hayley Skinner

    IRN HXS26698

    • (1443)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1442)21. Advising or arranging (bringing about) equity release transactions
    • (1444)Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
    • (2333)CF1 Director (AR) (9 Jan 2020 to 30 Jun 2023)
  • Heide Swift

    IRN HXS00074

    • (2832)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Heidi Pearson

    IRN HXP01204

    • (581)CF4 Partner (AR) (28 Jun 2011 to 13 Dec 2013)
  • Helen Armitage

    IRN HXA00037

    • (1825)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Helen Bambridge

    IRN HXB00133

    • (796)CF1 Director (AR) (11 Aug 2021 to 4 Feb 2026)
  • Helen Furness

    IRN HJL01041

    • (969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (970)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (971)CF1 Director (AR) (since 20 Mar 2019)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more