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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Chris Pegler
IRN CXP01450
- (2710)CF1 Director (AR) (4 Feb 2014 to 29 Feb 2024)
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Christian John Pepper
IRN CJP01137
- (1089)CF1 Director (AR) (since 17 Dec 2008)
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Christian Michael Miles
IRN CXM00333
- (1570)Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 30 Jun 2023)
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Christina Louise Melville
IRN CLR01044
- (2929)CF1 Director (AR) (23 May 2014 to 21 Jun 2018)
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Christine Karen Cox
IRN CXC90532
- (843)CF4 Partner (AR) (6 Aug 2020 to 1 Nov 2022)
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Christine Poynter
IRN CXJ00057
- (115)21. Advising or arranging (bringing about) equity release transactions
- (116)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (117)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1134)CF1 Director (AR) (16 Dec 2016 to 29 Aug 2017)
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Christopher Agathangelou
IRN CPA00001
- (2059)CF1 Director (AR) (29 Oct 2012 to 14 Mar 2013)
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Christopher Anthony Raymond
IRN CAR01180
- (1975)CF1 Director (AR) (26 Jul 2019 to 19 Apr 2023)
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Christopher Anton Eyssell
IRN CAE01043
- (2517)[FCA CF] Significant management (22 Aug 2023 to 15 Apr 2025)
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Christopher Bell
IRN CXB00075
- (2337)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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