Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
12 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.

  • Hemant Chandrakant Patel

    IRN HCP01025

    • (812)CF1 Director (AR) (since 7 Sep 2017)
  • Henry Farnell

    IRN HJF01027

    • (1062)CF1 Director (AR) (since 27 Feb 2014)
  • Henry Mcloughlin

    IRN HXM00069

    • (291)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (292)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hitesh Parmar

    IRN HXP00038

    • (10)CF1 Director (AR) (19 Apr 2007 to 14 Mar 2018)
  • Hollie Swift

    IRN SXH01823

    • (2880)SMF16 Compliance Oversight (28 Jan 2022 to 15 Jun 2023)
    • (2882)SMF4 Chief Risk (28 Jan 2022 to 15 Jun 2023)
    • (2881)SMF7 Group Entity Senior Manager (25 Nov 2020 to 28 Jan 2022)
  • Holly Leanne Bettles

    IRN HXB00068

    • (1583)Appointed representative dealing with clients for which they require qualification (18 Nov 2021 to 6 Jun 2025)
  • Holly Margaret Woolford

    IRN HXW00025

    • (156)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (155)21. Advising or arranging (bringing about) equity release transactions
    • (157)Appointed representative dealing with clients for which they require qualification (since 1 Dec 2020)
  • Holly Siegenberg

    IRN HXS00072

    • (1626)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
  • Howie Thomson

    IRN HJT00002

    • (1321)CF1 Director (AR) (since 6 May 2020)
  • Hugh Wenbourne

    IRN HCW01014

    • (3000)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2020)
    • (3001)CF1 Director (AR) (31 May 2006 to 24 Feb 2025)
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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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