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.

  • Graham Wayne Parker

    IRN GXP01613

    • (2566)CF1 Director (AR) (2 Jan 2015 to 31 Jan 2020)
  • Grainger Jones

    IRN GVJ00002

    • (2054)CF1 Director (AR) (14 Apr 2015 to 20 Jul 2016)
  • Grant Ginno

    IRN GXG00043

    • (1753)Appointed representative dealing with clients for which they require qualification (3 Aug 2020 to 9 Feb 2021)
  • Grant Robert Pendleton

    IRN GRP00017

    • (2461)CF1 Director (AR) (1 Jul 2014 to 3 Jul 2014)
  • Grant Vernon Miles

    IRN GVM00002

    • (1302)CF1 Director (AR) (29 May 2009 to 6 Apr 2021)
  • Gregg Anthony Lewis

    IRN GXL90706

    • (503)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (504)Appointed representative dealing with clients for which they require qualification (since 27 Sep 2022)
  • Gregor Ninian Stewart

    IRN GNS01032

    • (2780)SMF11 Chair of the Audit Committee (9 Dec 2019 to 30 Jun 2020)
    • (2782)SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Jun 2020)
    • (2781)SMF10 Chair of the Risk Committee (9 Dec 2019 to 30 Jun 2020)
    • (2783)CF2 Non Executive Director (7 Oct 2015 to 8 Dec 2019)
  • Gregory Hannah

    IRN GXH00078

    • (2218)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jan 2022)
  • Gregory John Cooke

    IRN GXC01949

    • (2600)CF1 Director (AR) (20 Apr 2015 to 12 Sep 2016)
  • Gregory Scott Kangley

    IRN GSK00003

    • (2415)CF1 Director (AR) (28 Jul 2015 to 2 Sep 2015)
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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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