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 Braithwaite
IRN DXB00063
- (1158)CF1 Director (AR) (since 19 Aug 2010)
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David Brock
IRN DXB01704
- (423)CF1 Director (AR) (9 Aug 2007 to 31 Aug 2008)
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David Buckland
IRN DXB00199
- (1804)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2020)
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David Capel
IRN DXC01279
- (56)CF1 Director (19 Jan 2006 to 31 Dec 2012)
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David Cargill Beattie
IRN DCB00009
- (292)CF22 Investment Adviser (Trainee) (24 Nov 2006 to 27 Apr 2007)
- (293)CF7 Sole Trader (AR) (24 Nov 2006 to 31 Jan 2007)
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David Carter
IRN DWC01081
- (1185)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1186)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1187)CF1 Director (AR) (since 7 Jul 2006)
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David Chilvers
IRN DXC02601
- (20)CF1 Director (AR) (since 26 Aug 2017)
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David Christien Alexander Stacey
IRN DXS14792
- (1957)CF1 Director (AR) (16 Mar 2021 to 19 May 2021)
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David Christopher Dean
IRN DCD00013
- (1351)CF4 Partner (AR) (25 Jul 2008 to 4 Aug 2020)
- (1352)CF1 Director (AR) (20 May 2008 to 19 Aug 2022)
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David Christopher Osborne Weller
IRN DCW00027
- (2244)CF1 Director (AR) (4 Feb 2015 to 3 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Castle Financial Services (South East) Ltd (no longer appointed)
FRN 442173 · Appointed 26 Apr 2013 · Until 31 Jul 2020
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Checkmate Financial Services Ltd (no longer appointed)
FRN 463175 · Appointed 26 Apr 2013 · Until 8 Dec 2016
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Corporate Financial Resources LLP (no longer appointed)
FRN 573211 · Appointed 26 Apr 2013 · Until 6 May 2016
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Define Financial Planning Limited (no longer appointed)
FRN 481360 · Appointed 26 Apr 2013 · Until 1 Dec 2014
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Financial Planning Service (London) (no longer appointed)
FRN 432802 · Appointed 26 Apr 2013 · Until 31 May 2019
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Future Directions Financial Services Ltd (no longer appointed)
FRN 466338 · Appointed 26 Apr 2013 · Until 27 Oct 2017
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i C Wealth Management Ltd (no longer appointed)
FRN 542810 · Appointed 26 Apr 2013 · Until 31 Jul 2013
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