Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
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Harnaik Singh
IRN HXS00147
- (2295)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
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Harpinder Sandhu
IRN HXS01421
- (2686)CF1 Director (AR) (14 Aug 2008 to 27 Sep 2012)
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Harry Bennett
IRN HXB00285
- (755)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (756)Appointed representative dealing with clients for which they require qualification (since 8 Aug 2023)
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Harry Edward John Bennett
IRN HEB00002
- (330)CF1 Director (AR) (12 Jun 2006 to 22 Jan 2009)
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Harry Oldham
IRN HXO00063
- (1434)Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 12 Apr 2024)
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Harry William Pilbeam
IRN HWP00001
- (538)CF1 Director (AR) (23 Dec 2011 to 30 Sep 2014)
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Hasan Acik
IRN HXA00036
- (1833)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
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Hayden Richards
IRN HXR01108
- (1155)CF1 Director (AR) (26 Sep 2007 to 17 Dec 2009)
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Haydn Brooks
IRN HXB01450
- (2469)CF1 Director (AR) (17 Jan 2018 to 2 Aug 2019)
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Hayley Clare Louise Jaji
IRN HXJ00040
- (1550)Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 24 Feb 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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M Hall Wealth Management Limited (no longer appointed)
FRN 627752 · Appointed 16 Jul 2014 · Until 20 Nov 2015
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Moneytree Financial Management Ltd (no longer appointed)
FRN 628316 · Appointed 16 Jul 2014 · Until 7 Jul 2016
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KMR Global Solutions Ltd (no longer appointed)
FRN 628278 · Appointed 15 Jul 2014 · Until 22 Jul 2014
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C & W Financial Services Ltd (no longer appointed)
FRN 627972 · Appointed 11 Jul 2014 · Until 1 Sep 2015
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Bristol & West Financial Services Ltd (no longer appointed)
FRN 627322 · Appointed 10 Jul 2014 · Until 7 Dec 2017
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Four Oaks Independent Financial Advisors Ltd (no longer appointed)
FRN 616333 · Appointed 1 Jul 2014 · Until 9 Feb 2024
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Angela Andrew Financial Services Ltd (no longer appointed)
FRN 626589 · Appointed 25 Jun 2014 · Until 19 Sep 2023
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MAM Wealth Management Ltd (no longer appointed)
FRN 625653 · Appointed 23 Jun 2014 · Until 3 Jul 2014
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Intrinsic Mortgage Planning Ltd
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (1512)SMF1 Chief Executive
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controlled function added: (1511)SMF2 Chief Finance
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controlled function added: (1510)CF1 Director (AR)
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controlled function added: (1509)SMF9 Chair of the Governing Body
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controlled function added: (1508)CF1 Director (AR)
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controlled function added: (1507)CF1 Director (AR)
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controlled function added: (1506)SMF10 Chair of the Risk Committee