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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Darren Thomas Nichols
IRN DXN00039
- (1678)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
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Darren William John Sharkey
IRN DWS01044
- (2897)SMF18 Other Overall Responsibility (28 May 2020 to 1 Jan 2021)
- (2898)SMF3 Executive Director (9 Dec 2019 to 17 May 2020)
- (2899)CF1 Director (1 Feb 2017 to 8 Dec 2019)
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Darren Wilson
IRN DXW00083
- (1849)[FCA CF] Manager of certification employee (1 Sep 2020 to 7 Dec 2021)
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Daryl Charles Vickers
IRN DCV01006
- (360)CF1 Director (AR) (15 Oct 2012 to 13 Jul 2017)
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Daryl Cornelius
IRN DXC01647
- (421)CF1 Director (AR) (16 Aug 2007 to 4 Nov 2008)
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Daryl Jon Holmes
IRN DJH01425
- (2649)CF1 Director (AR) (21 May 2013 to 23 Mar 2022)
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Daryl Wayne Lay
IRN DWL01025
- (2135)CF1 Director (AR) (19 Mar 2014 to 22 Dec 2022)
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David Adamson
IRN DXA00082
- (1831)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
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David Bernard Craft
IRN DBC01048
- (615)CF1 Director (AR) (23 Oct 2013 to 28 Apr 2014)
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David Bourne
IRN DXB00197
- (2669)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Sustainable Financial Services Ltd (no longer appointed)
FRN 572535 · Appointed 31 Mar 2013 · Until 24 Aug 2016
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Baycroft Financial Advice Limited (no longer appointed)
FRN 590057 · Appointed 31 Mar 2013 · Until 17 Mar 2014
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Geocapita Financial Services Ltd (no longer appointed)
FRN 552220 · Appointed 31 Mar 2013 · Until 26 Nov 2020
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Charles Derby Associates Wealth Management Ltd (no longer appointed)
FRN 513083 · Appointed 31 Mar 2013 · Until 25 Jun 2013
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Charles Derby Wealth Management (Home Counties) LLP (no longer appointed)
FRN 569523 · Appointed 31 Mar 2013 · Until 25 Jun 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