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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Emma Williams
IRN EXW00126
- (2672)Appointed representative dealing with clients for which they require qualification (17 Mar 2021 to 2 Feb 2024)
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Emma-Jane Melia
IRN EJM01114
- (1033)CF1 Director (AR) (24 Jun 2014 to 22 Jul 2014)
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Emmanuel Bababode Sowonola
IRN EBS01004
- (1141)CF1 Director (AR) (12 Mar 2008 to 14 Apr 2009)
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Emmanuel Buraimoh
IRN EXB00195
- (1479)Appointed representative dealing with clients for which they require qualification (15 Jun 2021 to 14 Jan 2022)
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Emmanuel Kumi
IRN EXK00035
- (1710)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2021)
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Eric Watson
IRN EFW00001
- (1297)CF1 Director (AR) (since 23 Aug 2013)
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Erick Dodd
IRN EXD00037
- (1775)Appointed representative dealing with clients for which they require qualification (10 Feb 2020 to 23 Dec 2020)
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Erin Doris Amelia Kirton
IRN EDK01009
- (172)CF1 Director (AR) (11 Jun 2007 to 4 Oct 2007)
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Ernest Marshall
IRN EXM00046
- (413)CF1 Director (AR) (17 Oct 2017 to 12 Feb 2018)
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Ernest Thwaite
IRN EXT00033
- (2800)Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Financial Services Warehouse Ltd (no longer appointed)
FRN 610777 · Appointed 27 Nov 2013 · Until 21 Jan 2021
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It's About Money Financial Services Limited (no longer appointed)
FRN 535730 · Appointed 26 Nov 2013 · Until 20 Nov 2020
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DJB Wealth Management Ltd (no longer appointed)
FRN 513561 · Appointed 25 Nov 2013 · Until 20 Nov 2020
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Concours Independent Ltd (no longer appointed)
FRN 526556 · Appointed 25 Nov 2013 · Until 31 Dec 2014
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Clearwater Financial Ltd (no longer appointed)
FRN 500324 · Appointed 25 Nov 2013 · Until 27 Jan 2026
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