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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Andrew Maguire
IRN AFM01061
- (1091)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 22 May 2026)
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Andrew Mark Saddington
IRN AXS00209
- (1266)CF1 Director (AR) (20 Oct 2010 to 15 Jul 2017)
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Andrew McMahon Martin
IRN AXM00319
- (634)CF4 Partner (AR) (20 Oct 2006 to 15 Nov 2019)
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Andrew Moore
IRN APM01215
- (2954)[FCA CF] Significant management (1 Sep 2020 to 1 Dec 2021)
- (2953)CF1 Director (AR) (27 Aug 2015 to 1 Dec 2021)
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Andrew Mowat
IRN AXM01360
- (1444)Appointed representative dealing with clients for which they require qualification (16 Nov 2022 to 8 Dec 2023)
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Andrew Norbert Gomes
IRN ANG00003
- (1210)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
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Andrew North
IRN AXN00063
- (261)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (262)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Andrew Parkes
IRN ACP00029
- (49)CF1 Director (AR) (since 15 Jan 2008)
- (681)CF4 Partner (AR) (2 Aug 2006 to 15 Jan 2008)
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Andrew Patrick Jenkinson
IRN APJ01067
- (799)CF1 Director (AR) (25 Feb 2014 to 7 Mar 2025)
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Andrew Paul Ottley
IRN APO01015
- (357)CF1 Director (AR) (12 Feb 2007 to 2 Aug 2016)
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