Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
Ashish Nain
IRN AXN00128
- (1535)Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 23 Jul 2021)
-
Ashley Anthony Farrell
IRN AAF01021
- (2136)CF4 Partner (AR) (3 Oct 2007 to 9 Nov 2007)
-
Ashley Fabian
IRN AXF02069
- (771)CF1 Director (AR) (19 Jan 2017 to 26 Aug 2022)
-
Ashley James Shackell
IRN AXS00391
- (1585)Appointed representative dealing with clients for which they require qualification (4 Sep 2023 to 28 Apr 2026)
-
Ashley Phillip Trevarrow
IRN AXT29006
- (77)CF1 Director (AR) (since 2 Apr 2020)
- (736)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2022)
-
Ashutosh Mathur
IRN ACM01191
- (603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (604)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Ashvin Kumar Patel
IRN AXP00049
- (1329)CF1 Director (AR) (28 Aug 2015 to 6 Sep 2022)
-
Aston Carter
IRN AXC00229
- (1798)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2023)
-
Austin Hamilton Gilmore
IRN AHG00001
- (2068)CF1 Director (AR) (2 May 2013 to 5 May 2016)
-
Austin Letts
IRN AXL00124
- (1702)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Dec 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
MJD Financial Associates Ltd (no longer appointed)
FRN 576858 · Appointed 8 Mar 2012 · Until 26 Feb 2021
-
Harton Mortgage Services Limited (no longer appointed)
FRN 409392 · Appointed 7 Mar 2012 · Until 19 Oct 2016
-
Care Retirement Options Ltd (no longer appointed)
FRN 485723 · Appointed 5 Mar 2012 · Until 26 Oct 2017
-
Intrinsic Financial Solutions Limited (no longer appointed)
FRN 576509 · Appointed 2 Mar 2012 · Until 30 Aug 2018
-
Key Mortgage & Financial Services (no longer appointed)
FRN 576014 · Appointed 27 Feb 2012 · Until 1 Jun 2012
-
Platinum Life Solutions Ltd (no longer appointed)
FRN 575891 · Appointed 23 Feb 2012 · Until 17 Jul 2017
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Intrinsic Mortgage Planning Ltd
-
permission removed: CBTL Effective Date
-
permission removed: CBTL Status
-
controlled function added: (1512)SMF1 Chief Executive
-
controlled function added: (1511)SMF2 Chief Finance
-
controlled function added: (1510)CF1 Director (AR)
-
controlled function added: (1509)SMF9 Chair of the Governing Body
-
controlled function added: (1508)CF1 Director (AR)
-
controlled function added: (1507)CF1 Director (AR)
-
controlled function added: (1506)SMF10 Chair of the Risk Committee