QUILTER MORTGAGE PLANNING LIMITED
Company number 05495327 · Monitor this company
Executive summary
Quilter Mortgage Planning Limited serves as a strategically valuable captive distribution channel within the Quilter group, connecting mortgage advisory services to the broader wealth management ecosystem. Its primary growth opportunity lies in converting mortgage clients into holistic financial planning relationships, while its principal vulnerability is margin compression and dependency on group-level strategic decisions. The company's competitive moat derives from regulatory positioning, institutional backing, and cross-referral potential rather than standalone differentiation—making its strategic value inextricably linked to Quilter's broader platform strategy.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2005-06-30
- Registered office
- Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB
- Postcode
- EC4V 4AB
- Capital
- 14,500,001 GBP
- Accounts category
- Audit Exemption Subsidiary
- Charges
- 1 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-06-30
- Next due by
- 2027-07-14
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 3 current · 14 resigned
Group structure
Controlled by QUILTER FINANCIAL PLANNING LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Modern slavery statement
Registered a modern slavery statement for 2023 (period to 2022-12-31) as part of the QUILTER PLC group statement — 4 years on the registry.
Read the statement summary on the government modern slavery statement registry. Contains public sector information licensed under the Open Government Licence v3.0.
Data protection registration
Registered with the ICO as a data protection fee payer — Z9303215 (Tier 3), registered since 2005.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- quilter.uk
Advice, investments and wealth management aiming to create brighter financial futures for every generation.
Previous company names
| Name | Date changed |
|---|---|
| INTRINSIC MORTGAGE PLANNING LIMITED | 2019-06-27 |
| SNOWHURST LIMITED | 2005-11-17 |
Previous registered addresses 5
| Address | Changed on |
|---|---|
| WAKEFIELD HOUSE, ASPECT PARK, PIPERS WAY, SWINDON, WILTSHIRE, SN3 1SA | 2015-09-01 |
| WAKEFIELD HOUSE ASPECT PARK, PIPERS WAY, SWINDON, WILTSHIRE SN3 1SA | 2007-07-06 |
| WAKEFIELD HOUSE ASPECT PARK, PIPERS WAY, SWINDON, WILTSHIRE SN3 1SA | 2007-07-06 |
| 10 UPPER BANK STREET, LONDON, E14 5JJ | 2006-02-10 |
| 10 UPPER BANK STREET, LONDON, E14 5JJ | 2006-02-10 |
Among its peers
Among the oldest 25%
of 531 similar companies in EC, trading since 2005
The class of 2005
41%
of the 268 companies in this sector incorporated in 2005 are still active today; 56% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.