Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
Joshua Howe
IRN JXH00968
- (1448)Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 9 May 2024)
-
Joshua Luke Smethurst
IRN JXS32380
- (1931)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
-
Joshua Martin
IRN JXM00451
- (2662)Appointed representative dealing with clients for which they require qualification (7 May 2021 to 30 Jan 2023)
-
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)
-
Josif Galev
IRN JXG00309
- (1542)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2021)
-
Judy Barwell
IRN JXM02472
- (524)CF1 Director (AR) (28 Jan 2010 to 18 Feb 2015)
-
Julia Catherine Jones
IRN JCJ01032
- (282)CF1 Director (AR) (14 Aug 2009 to 17 Mar 2011)
-
Julia Dawn Walker
IRN JDW01183
- (23)CF4 Partner (AR) (since 8 Dec 2011)
-
Julia Louise Maranca
IRN JLM01232
- (777)CF4 Partner (AR) (18 Jan 2017 to 27 Sep 2023)
-
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.
-
Louise Clamp Financial Services Limited (no longer appointed)
FRN 835204 · Appointed 7 Mar 2019 · Until 15 Sep 2020
-
Romilly Park Wealth Management Ltd (no longer appointed)
FRN 835318 · Appointed 6 Mar 2019 · Until 7 Apr 2026
-
Attitude Financial Services Ltd (no longer appointed)
FRN 834296 · Appointed 1 Mar 2019 · Until 29 Feb 2024
-
J & G Financials Limited (no longer appointed)
FRN 832435 · Appointed 4 Feb 2019 · Until 11 Jul 2024
-
Marcus Scott Mortgage Bureau Ltd (no longer appointed)
FRN 830505 · Appointed 14 Jan 2019 · Until 10 Sep 2019
-
Johnsons Brokerage Limited (no longer appointed)
FRN 791437 · Appointed 7 Jan 2019 · Until 15 Sep 2020
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Intrinsic Mortgage Planning Ltd
-
permission removed: CBTL Effective Date
-
permission removed: CBTL Status
-
controlled function added: (1512)SMF1 Chief Executive
-
controlled function added: (1511)SMF2 Chief Finance
-
controlled function added: (1510)CF1 Director (AR)
-
controlled function added: (1509)SMF9 Chair of the Governing Body
-
controlled function added: (1508)CF1 Director (AR)
-
controlled function added: (1507)CF1 Director (AR)
-
controlled function added: (1506)SMF10 Chair of the Risk Committee