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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Joshua Howe
IRN JXH00968
- (1448)Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 9 May 2024)
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Joshua Luke Smethurst
IRN JXS32380
- (1931)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
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Joshua Martin
IRN JXM00451
- (2662)Appointed representative dealing with clients for which they require qualification (7 May 2021 to 30 Jan 2023)
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Joshua Way
IRN JXW00210
- (182)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (183)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Josif Galev
IRN JXG00309
- (1542)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2021)
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Judy Barwell
IRN JXM02472
- (524)CF1 Director (AR) (28 Jan 2010 to 18 Feb 2015)
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Julia Catherine Jones
IRN JCJ01032
- (282)CF1 Director (AR) (14 Aug 2009 to 17 Mar 2011)
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Julia Dawn Walker
IRN JDW01183
- (23)CF4 Partner (AR) (since 8 Dec 2011)
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Julia Louise Maranca
IRN JLM01232
- (777)CF4 Partner (AR) (18 Jan 2017 to 27 Sep 2023)
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Julia Shearman
IRN JXS00126
- (808)CF4 Partner (AR) (26 Oct 2015 to 12 Oct 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Luna Financial Planning Ltd (no longer appointed)
FRN 927059 · Appointed 10 Jun 2020 · Until 16 Oct 2024
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K & D Financial Services (no longer appointed)
FRN 925757 · Appointed 20 May 2020 · Until 31 Jan 2023
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Platinum Financial Consultancy Ltd (no longer appointed)
FRN 924302 · Appointed 27 Apr 2020 · Until 6 Jan 2023
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GMM Financial Services Limited (no longer appointed)
FRN 200662 · Appointed 23 Apr 2020 · Until 20 Aug 2021
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Levelview Financial Services Limited (no longer appointed)
FRN 922055 · Appointed 4 Mar 2020 · Until 23 Nov 2020
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Generational Wealth Management (IFA) Ltd (no longer appointed)
FRN 918757 · Appointed 6 Jan 2020 · Until 1 Apr 2020
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