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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Jesse Mcmullen
IRN JXM00315
- (1685)Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 15 Feb 2021)
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Jessica Elouise Balkwill
IRN JXB00435
- (1382)CF1 Director (AR) (since 10 Mar 2021)
- (2663)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
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Jessica Emily McGowan
IRN JXM02980
- (941)CF1 Director (AR) (since 9 Jul 2021)
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Jessica Mary Bacon
IRN JXB02071
- (1431)[FCA CF] Manager of certification employee (28 Sep 2023 to 31 Jan 2026)
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Jessica Victoria Lauren Patterson
IRN JXP00516
- (1476)Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 6 Mar 2023)
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Jesus Antonio Tella
IRN JAT00010
- (1178)CF1 Director (AR) (since 29 Jul 2020)
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Jethro Lee
IRN JXL00157
- (1704)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2021)
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Jewel Ahmed
IRN JXA01473
- (1109)Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 4 Nov 2020)
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Jidesh George
IRN JXG02002
- (2312)CF1 Director (AR) (24 Sep 2015 to 9 Jun 2016)
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Jill Haseltine
IRN JXH02765
- (164)CF1 Director (AR) (15 Jul 2015 to 27 Jul 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Spinningfields Wealth Partners Ltd (no longer appointed)
FRN 812149 · Appointed 2 Jul 2018 · Until 30 Sep 2022
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First Thought Financial Services Ltd (no longer appointed)
FRN 812578 · Appointed 28 Jun 2018 · Until 9 Aug 2023
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Carnegie Mortgage and Protection Ltd (no longer appointed)
FRN 810436 · Appointed 31 May 2018 · Until 30 Jun 2021
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Pfs T/A Perfect Financial Services Ltd (no longer appointed)
FRN 810449 · Appointed 31 May 2018 · Until 2 Aug 2019
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PBS Mortgage Solutions Ltd (no longer appointed)
FRN 810030 · Appointed 25 May 2018 · Until 1 Jul 2022
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Hoxton Capital Management (UK) Ltd (no longer appointed)
FRN 808727 · Appointed 16 May 2018 · Until 20 Aug 2019
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