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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Jonathan Leslie Bingham
IRN JLB00039
- (1211)CF1 Director (AR) (31 Mar 2013 to 23 May 2022)
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Jonathan Mark Buckley
IRN JMB00010
- (751)CF1 Director (AR) (31 Mar 2013 to 2 Jun 2025)
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Jonathan Masters
IRN JXM00215
- (2332)CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
- (2331)CF30 Customer (26 Apr 2013 to 28 Jun 2013)
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Jonathan Mcginn
IRN JXM00313
- (1686)Appointed representative dealing with clients for which they require qualification (9 Mar 2020 to 25 Mar 2021)
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Jonathan Michael Davies
IRN JMD00005
- (1342)CF4 Partner (AR) (since 19 Aug 2015)
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Jonathan Michael Little
IRN JML01069
- (2940)CF2 Non Executive Director (29 Apr 2017 to 8 Dec 2019)
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Jonathan Morris
IRN JXM03177
- (744)CF1 Director (AR) (7 Aug 2013 to 17 Jan 2020)
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Jonathan Mychalkiw
IRN JXM03160
- (2931)CF1 Director (AR) (7 May 2013 to 3 Dec 2013)
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Jonathan Peck
IRN JAP01206
- (638)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (637)21. Advising or arranging (bringing about) equity release transactions
- (639)Appointed representative dealing with clients for which they require qualification (since 8 Apr 2020)
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Jonathan Peter Holt
IRN JXH02500
- (699)CF1 Director (AR) (16 Aug 2019 to 10 Sep 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Deaconsfield Financial Planning Limited (no longer appointed)
FRN 918544 · Appointed 2 Jan 2020 · Until 2 Jan 2024
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Kinsbourne Wealth Management Limited (no longer appointed)
FRN 917363 · Appointed 2 Dec 2019 · Until 3 Apr 2025
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London Belgravia Wealth Management Limited (no longer appointed)
FRN 917290 · Appointed 27 Nov 2019 · Until 3 Jun 2020
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Infinity Financial Advisors Ltd (no longer appointed)
FRN 917003 · Appointed 26 Nov 2019 · Until 30 Aug 2023
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Harrier Financial Services A G C Ltd (no longer appointed)
FRN 200680 · Appointed 25 Nov 2019 · Until 7 Oct 2020
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Lloyd Wells Mortgages Ltd (no longer appointed)
FRN 916517 · Appointed 8 Nov 2019 · Until 30 Oct 2020
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Professional Financial Care Limited (no longer appointed)
FRN 540678 · Appointed 22 Oct 2019 · Until 4 Dec 2025
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