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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Christopher McKeown
IRN CXM00369
- (2467)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Dec 2022)
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Christopher Michael Aubrey
IRN CMA00007
- (2038)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
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Christopher Mullane
IRN CJM00001
- (2700)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
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Christopher Neville Shaw
IRN CNS01045
- (563)CF1 Director (AR) (7 Feb 2017 to 15 Sep 2017)
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Christopher Newman
IRN CXN00011
- (2404)CF1 Director (AR) (26 Apr 2006 to 11 May 2015)
- (2403)CF22 Investment Adviser (Trainee) (26 Apr 2006 to 5 Oct 2007)
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Christopher Nicholas Riley
IRN CNR01030
- (484)CF1 Director (AR) (5 Dec 2013 to 9 Jan 2018)
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Christopher Nicolaou
IRN CXN01084
- (695)CF1 Director (AR) (31 May 2013 to 11 May 2018)
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Christopher Olivant
IRN CXO00027
- (1672)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Nov 2022)
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Christopher Paul Wakefield
IRN CPW00002
- (402)CF1 Director (AR) (13 Jul 2015 to 30 Mar 2018)
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Christopher Paul Winnett
IRN CPW00004
- (2620)CF1 Director (AR) (29 May 2007 to 17 Dec 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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RAM Financial Options Limited (no longer appointed)
FRN 588365 · Appointed 31 Mar 2013 · Until 15 Nov 2023
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Mitchell Hodge Associates Ltd (no longer appointed)
FRN 594307 · Appointed 31 Mar 2013 · Until 26 Nov 2020
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MJR Business Support Ltd (no longer appointed)
FRN 471412 · Appointed 31 Mar 2013 · Until 26 Nov 2020
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MKB Financial Advisers Ltd (no longer appointed)
FRN 426381 · Appointed 31 Mar 2013 · Until 1 Apr 2013
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BHW Financial Services Limited (no longer appointed)
FRN 585639 · Appointed 31 Mar 2013 · Until 23 Apr 2015
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