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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Danny Tyrrell
IRN DXT01594
- (254)CF1 Director (AR) (11 Mar 2015 to 7 Jul 2015)
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Dany Shafran
IRN DXS02045
- (1035)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jan 2022)
- (1036)CF1 Director (AR) (26 Apr 2013 to 5 Jan 2022)
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Daren Anthony Paradise
IRN DXP01402
- (335)CF1 Director (AR) (22 Dec 2008 to 9 Mar 2015)
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Daren Wallbank
IRN DXW00179
- (1210)CF1 Director (AR) (since 19 Aug 2019)
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Darran Matthew Andrews
IRN DMA01037
- (2576)CF1 Director (AR) (27 Aug 2013 to 30 Sep 2016)
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Darrel James Jones
IRN DXJ01244
- (1115)CF1 Director (AR) (14 Aug 2013 to 13 Mar 2014)
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Darren Andrew Williams
IRN DAW00035
- (1293)CF1 Director (AR) (5 Oct 2012 to 28 Oct 2021)
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Darren Bedford
IRN DXB01944
- (2684)CF1 Director (AR) (10 May 2024 to 4 Dec 2025)
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Darren Cook
IRN DPC01114
- (988)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (989)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (990)CF1 Director (AR) (since 22 Feb 2010)
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Darren Cubitt
IRN DCC00012
- (1200)CF1 Director (AR) (since 5 May 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Asset Wealth Managers Ltd (no longer appointed)
FRN 551145 · Appointed 31 Mar 2013 · Until 1 Mar 2021
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Insight Financial Management Ltd (no longer appointed)
FRN 230002 · Appointed 31 Mar 2013 · Until 14 Sep 2022
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Wisemove Mortgages & Life Ltd (no longer appointed)
FRN 576919 · Appointed 31 Mar 2013 · Until 21 Jul 2015
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Invest Northern Counties Ltd (no longer appointed)
FRN 586447 · Appointed 31 Mar 2013 · Until 28 Oct 2014
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WG Financial Management Ltd (no longer appointed)
FRN 486850 · Appointed 31 Mar 2013 · Until 24 Dec 2013
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Investwise Mortgages Ltd (no longer appointed)
FRN 477287 · Appointed 31 Mar 2013 · Until 20 Nov 2020
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