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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Dylan Brough
IRN DXB00515
- (1493)Appointed representative dealing with clients for which they require qualification (18 Jun 2021 to 25 Apr 2024)
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Dylan Edward James
IRN DXJ00174
- (1482)Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 21 Feb 2022)
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Dylan Noble-Baker
IRN DXN00069
- (2336)Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 7 Jun 2021)
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Eamon Martin Southwell
IRN EMS00004
- (1391)CF1 Director (AR) (8 May 2009 to 8 Apr 2010)
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Eamonn Prendergast
IRN ERP01005
- (2719)CF1 Director (AR) (27 Feb 2018 to 21 Nov 2024)
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Edmund Chisholm
IRN EXC01236
- (7)CF1 Director (AR) (since 14 Feb 2006)
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Edmund Curran
IRN EXC00067
- (1785)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)
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Edmund Hastie
IRN EXH01341
- (978)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
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Eduard Florin Constantinescu
IRN EXC00065
- (425)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (426)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2020)
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Edward Coote Green
IRN ECG01015
- (371)CF1 Director (AR) (12 Feb 2007 to 22 Jun 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Capital Asset Wealth Management Limited (no longer appointed)
FRN 598081 · Appointed 21 Aug 2013 · Until 12 Oct 2017
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Masons Financial Planning Ltd (no longer appointed)
FRN 494678 · Appointed 20 Aug 2013 · Until 6 Apr 2020
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PSG Financial Solutions Limited (no longer appointed)
FRN 605097 · Appointed 13 Aug 2013 · Until 13 Apr 2023
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Juno Wealth Management Ltd (no longer appointed)
FRN 604963 · Appointed 8 Aug 2013 · Until 30 Apr 2015
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Cromwell Financial Services Ltd (no longer appointed)
FRN 605549 · Appointed 6 Aug 2013 · Until 22 Aug 2015
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