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 Deakin
IRN CXD01372
- (253)CF1 Director (AR) (2 Aug 2006 to 27 Feb 2007)
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Christopher Edward Dean
IRN CXD00266
- (1490)[FCA CF] Functions requiring qualifications (14 Jul 2021 to 1 Aug 2022)
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Christopher Edward Pollard
IRN CXP00121
- (1662)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2020)
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Christopher Flack Hastings
IRN CFH01037
- (2169)CF1 Director (AR) (1 Jun 2007 to 14 Dec 2011)
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Christopher Frederick Hill
IRN CFH01049
- (960)SMF7 Group Entity Senior Manager (since 1 Oct 2025)
- (2206)Director of firm who is not a certification employee or a SMF manager (7 Mar 2024 to 30 Sep 2025)
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Christopher Gomez
IRN CXG00113
- (166)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (167)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2023)
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Christopher Gore
IRN CXG00055
- (1317)CF1 Director (AR) (5 Jun 2009 to 12 Jan 2010)
- (1315)CF22 Investment Adviser (Trainee) (26 Apr 2006 to 26 Apr 2006)
- (1316)CF4 Partner (AR) (26 Apr 2006 to 9 Jun 2009)
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Christopher Goring
IRN CXG00112
- (2237)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
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Christopher Harry Dahl
IRN CHD00007
- (1215)CF1 Director (AR) (9 May 2013 to 2 Dec 2015)
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Christopher Hawden
IRN CXH00131
- (2091)CF1 Director (AR) (26 Oct 2017 to 12 Feb 2018)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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C M Young Financial Services Limited (no longer appointed)
FRN 597431 · Appointed 19 Mar 2013 · Until 13 Jul 2023
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Seymour Wealth Management Ltd (no longer appointed)
FRN 597053 · Appointed 18 Mar 2013 · Until 4 May 2016
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Mark Watson Financial Services Ltd (no longer appointed)
FRN 228122 · Appointed 15 Mar 2013 · Until 4 Jun 2013
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Autonomy Financial Planning ltd (no longer appointed)
FRN 597023 · Appointed 11 Mar 2013 · Until 18 Mar 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