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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Abbie Victoria Beck
IRN AVB01009
- (383)CF1 Director (AR) (10 Jul 2006 to 17 Dec 2009)
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Abdul Karimjee
IRN AXK50431
- (2829)Appointed representative dealing with clients for which they require qualification (26 Sep 2020 to 13 Jun 2022)
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Abdul Kuddus
IRN AXK02205
- (925)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (926)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (927)CF1 Director (AR) (since 11 Jun 2012)
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Abdul Mohan
IRN AXM04832
- (935)CF1 Director (AR) (21 Dec 2017 to 12 Mar 2021)
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Abdul Mueed Choudhury
IRN AMC01265
- (1012)CF1 Director (AR) (8 Jul 2011 to 12 Jan 2012)
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Abirami Rasaratnam
IRN AXR02297
- (987)CF1 Director (AR) (27 Nov 2013 to 10 Dec 2013)
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Adam Armitage
IRN AXA00160
- (460)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (461)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Adam Bourner
IRN AXB01993
- (1158)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
- (1159)CF1 Director (AR) (26 Nov 2013 to 9 Feb 2021)
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Adam Butler
IRN AXB00330
- (2591)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jan 2023)
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Adam Carl Stiles
IRN AXS00331
- (2843)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Eurocapital Financial Advisers Ltd (no longer appointed)
FRN 505440 · Appointed 18 Mar 2010 · Until 21 Dec 2010
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Financial Link (UK) Ltd (no longer appointed)
FRN 467224 · Appointed 15 Mar 2010 · Until 12 Aug 2010
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Purple Frog Financial Consultancy Ltd (no longer appointed)
FRN 519737 · Appointed 10 Mar 2010 · Until 30 Jun 2012
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Excellence Mortgage Services Limited (no longer appointed)
FRN 412197 · Appointed 10 Mar 2010 · Until 26 Nov 2011
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