Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
11 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.

  • Helen Jayne Crowther-Dowey

    IRN HXC35211

    • (1925)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
  • Helen Kelly

    IRN HXK00043

    • (1717)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Helen Louise Williams

    IRN HLP00002

    • (2079)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
    • (2080)CF1 Director (AR) (16 Aug 2007 to 20 Jan 2010)
  • Helen Salinas

    IRN HXS02065

    • (2974)CF1 Director (AR) (2 Feb 2017 to 4 Aug 2021)
  • Helen Scott

    IRN HMS01030

    • (2702)CF1 Director (AR) (14 Apr 2020 to 16 Sep 2021)
  • Helen Wardell

    IRN HEP00002

    • (1345)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1347)CF1 Director (AR) (since 27 Mar 2023)
    • (1346)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Helena Maddox

    IRN HXM00068

    • (1393)21. Advising or arranging (bringing about) equity release transactions
    • (1394)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1396)CF1 Director (AR) (since 25 Mar 2022)
    • (1395)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hella Lauren Landsman

    IRN HLL01019

    • (502)CF1 Director (AR) (17 Jun 2013 to 16 Dec 2013)
  • Hema Adavikolanu

    IRN HXA00067

    • (1573)Appointed representative dealing with clients for which they require qualification (27 Nov 2020 to 30 Apr 2026)
  • Hema Patel

    IRN HXP00101

    • (1536)Appointed representative dealing with clients for which they require qualification (27 Nov 2020 to 3 Nov 2022)
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