Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
8 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)
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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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