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 Michael John
IRN DXJ00065
- (1723)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
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David Michael Stone
IRN DMS00059
- (1264)CF4 Partner (AR) (since 7 Jan 2013)
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David Michael Turner
IRN DMT01089
- (669)CF1 Director (AR) (12 Apr 2019 to 6 Oct 2020)
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David Morgan Gilmore
IRN DMG00049
- (620)CF1 Director (AR) (4 Oct 2007 to 7 Nov 2008)
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David Nigel Hobbs
IRN DNH00009
- (2634)CF1 Director (AR) (5 Aug 2015 to 25 Nov 2015)
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David Owens
IRN DRO00006
- (1271)CF1 Director (AR) (since 28 Feb 2018)
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David Peareth
IRN DXP00110
- (2323)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Apr 2022)
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David Reynolds
IRN DXR00469
- (754)[FCA CF] Significant management (since 22 Sep 2023)
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David Richard Piper
IRN DRP00021
- (2063)CF1 Director (AR) (12 Feb 2021 to 18 Jun 2021)
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David Robert Britch
IRN DRB01130
- (1157)CF1 Director (AR) (15 Oct 2012 to 3 Jan 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ashton Gate Financial Ltd (no longer appointed)
FRN 518913 · Appointed 26 Apr 2013 · Until 9 Apr 2021
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Invicta Financial Solutions (no longer appointed)
FRN 201784 · Appointed 26 Apr 2013 · Until 1 Feb 2016
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Kingsgate Financial Management (no longer appointed)
FRN 216603 · Appointed 26 Apr 2013 · Until 21 Dec 2020
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Masters Financial Planning Ltd (no longer appointed)
FRN 483946 · Appointed 26 Apr 2013 · Until 28 Jun 2013
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Alpha Life Solutions Ltd (no longer appointed)
FRN 499245 · Appointed 26 Apr 2013 · Until 17 Sep 2013
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Oak Financial Management Ltd (no longer appointed)
FRN 535194 · Appointed 26 Apr 2013 · Until 8 Nov 2013
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Richmond Wealth Management Ltd (no longer appointed)
FRN 522182 · Appointed 26 Apr 2013 · Until 2 Feb 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