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 Hazelhurst
IRN CXH00163
- (1074)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1075)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1076)CF1 Director (AR) (since 4 Jun 2015)
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Christopher Heddle
IRN CJH00047
- (1294)CF1 Director (AR) (31 May 2006 to 28 Jan 2009)
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Christopher Henry Strutt
IRN CXS00131
- (1616)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Mar 2022)
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Christopher Hulme
IRN CAH01122
- (2042)CF1 Director (AR) (18 Jul 2006 to 23 Dec 2009)
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Christopher Ives
IRN CXI00008
- (1726)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jun 2022)
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Christopher James Beverley
IRN CXB00174
- (447)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (448)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Christopher James French
IRN CJF01080
- (204)CF1 Director (AR) (15 Aug 2008 to 10 Jul 2009)
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Christopher James Miles
IRN CJM01423
- (458)CF1 Director (AR) (25 Feb 2014 to 9 Dec 2014)
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Christopher James Turner
IRN CJT01160
- (591)CF1 Director (AR) (30 Jun 2014 to 7 Apr 2015)
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Christopher John Downham
IRN CJD00005
- (1179)CF1 Director (AR) (since 15 May 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Brilliant Advice Limited (no longer appointed)
FRN 436632 · Appointed 5 Oct 2012 · Until 28 Oct 2021
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Sovereign Financial Advisers Ltd (no longer appointed)
FRN 585698 · Appointed 1 Oct 2012 · Until 15 Dec 2020
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Eden Financial Consultants Ltd (no longer appointed)
FRN 448094 · Appointed 14 Sep 2012 · Until 3 Nov 2022
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