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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James Wills
IRN JEW01068
- (2363)CF4 Partner (AR) (1 Nov 2013 to 9 Apr 2021)
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Jamie Churchill
IRN JXC00978
- (1449)Appointed representative dealing with clients for which they require qualification (25 Nov 2022 to 2 Apr 2024)
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Jamie Northcott
IRN JMN00012
- (1174)CF1 Director (AR) (since 15 Jan 2008)
- (2546)CF4 Partner (AR) (31 Jul 2006 to 15 Jan 2008)
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Jamie Stefan Kordecki
IRN JSK01076
- (3012)CF1 Director (AR) (7 Sep 2015 to 10 Sep 2021)
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Jamie Tyler Alaise
IRN JTA01027
- (557)CF1 Director (AR) (9 Jul 2014 to 26 Nov 2015)
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Jamsheed Baman Motafram
IRN JBM01105
- (1075)CF1 Director (AR) (8 Feb 2010 to 13 Sep 2021)
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Jan Bedregeanu
IRN JXB00684
- (105)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (106)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jane Ann O'Toole
IRN JXO35259
- (1917)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
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Jane Ann Platt
IRN JAP01211
- (1084)CF1 Director (AR) (14 Mar 2008 to 9 Dec 2009)
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Jane Claire Morris
IRN JCM01212
- (1130)CF1 Director (AR) (17 Sep 2015 to 16 Mar 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Financial Solutions (Bath) Limited (no longer appointed)
FRN 777909 · Appointed 2 May 2017 · Until 20 Nov 2020
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Mortgagehunters Limited (no longer appointed)
FRN 776832 · Appointed 21 Apr 2017 · Until 22 Feb 2021
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Apex Financial Advisers Ltd (no longer appointed)
FRN 776802 · Appointed 18 Apr 2017 · Until 8 Jun 2018
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Shoparound Finance Limited (no longer appointed)
FRN 607450 · Appointed 13 Apr 2017 · Until 7 Jul 2023
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