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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David Tarbotton
IRN DXT01393
- (1030)CF1 Director (AR) (8 Jan 2014 to 24 Mar 2014)
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David Thomas Hughes
IRN DTH00022
- (2192)CF1 Director (AR) (7 Mar 2013 to 17 Sep 2018)
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David Thomas Ross
IRN DTR01019
- (2573)CF1 Director (AR) (24 Dec 2020 to 4 May 2021)
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David Thompson
IRN DXT00019
- (1978)CF4 Partner (AR) (24 Jun 2013 to 5 May 2020)
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David Tudor Price
IRN DXP12013
- (1959)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
- (1960)CF1 Director (AR) (5 Mar 2019 to 31 Jan 2023)
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David Vincent William Alison
IRN DVA01003
- (222)CF1 Director (AR) (1 Jun 2007 to 30 Apr 2008)
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David White
IRN DXW01521
- (1172)CF1 Director (AR) (17 Dec 2008 to 17 Oct 2010)
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David William Bee
IRN DWB00016
- (2111)CF1 Director (AR) (30 Jul 2015 to 2 Jun 2021)
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David William Warnock
IRN DXW00101
- (186)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (187)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Dawn Angela Gale
IRN DAG01149
- (32)CF1 Director (AR) (since 4 May 2016)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Fitzroy Financial Consultancy Ltd (no longer appointed)
FRN 605518 · Appointed 5 Aug 2013 · Until 13 Mar 2014
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OM Financial Services Ltd (no longer appointed)
FRN 604926 · Appointed 1 Aug 2013 · Until 11 Aug 2015
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Thomas Tulk Financial Services Ltd (no longer appointed)
FRN 229929 · Appointed 31 Jul 2013 · Until 31 Aug 2017
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Closer Financial Partners (no longer appointed)
FRN 605114 · Appointed 30 Jul 2013 · Until 12 Apr 2018
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JonSimon Financial Advice Ltd (no longer appointed)
FRN 604908 · Appointed 24 Jul 2013 · Until 17 Jan 2020
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Barfield Mortgage Services (Northampton) Ltd (no longer appointed)
FRN 228958 · Appointed 23 Jul 2013 · Until 28 Jan 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