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 Murray
IRN JXM03596
- (677)CF1 Director (AR) (20 Aug 2015 to 13 Jan 2022)
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James Nicholas Christian Holland
IRN JNH00012
- (1138)CF1 Director (AR) (since 8 Jul 2015)
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James Nicholas Wallis Reiss
IRN JNR01056
- (683)CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
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James Patrick Armitage
IRN JPA01047
- (2512)CF1 Director (AR) (20 Oct 2015 to 21 Mar 2022)
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James Patrick Gault
IRN JPG00010
- (1198)CF1 Director (AR) (since 3 Mar 2021)
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James Patrick Kennedy
IRN JPK00008
- (218)CF4 Partner (AR) (19 Nov 2014 to 3 May 2019)
- (219)CF1 Director (AR) (19 Jan 2006 to 21 Jan 2019)
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James Paul Butler
IRN JXB01905
- (2093)CF1 Director (AR) (6 Aug 2018 to 30 Sep 2022)
- (2092)CF4 Partner (AR) (18 May 2016 to 15 Apr 2021)
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James Paul Seidenstucker
IRN JPS01278
- (746)CF1 Director (AR) (29 Jun 2016 to 11 Oct 2023)
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James Peter Shannon
IRN JPS01251
- (985)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2022)
- (986)CF1 Director (AR) (28 Nov 2017 to 29 Jun 2022)
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James Phillip Rapley
IRN JPR01132
- (133)CF1 Director (AR) (1 Feb 2008 to 2 Mar 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Indigo Financial Services Ltd (no longer appointed)
FRN 776359 · Appointed 11 Apr 2017 · Until 27 Feb 2021
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Greenwood Wealth Management Associates Ltd (no longer appointed)
FRN 775108 · Appointed 5 Apr 2017 · Until 21 Apr 2023
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Highland Financial Services Ltd (no longer appointed)
FRN 441001 · Appointed 31 Mar 2017 · Until 21 Jun 2022
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Open Financial Solutions Ltd (no longer appointed)
FRN 775042 · Appointed 27 Mar 2017 · Until 16 Jan 2024
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Svensoni Referral Services Ltd (no longer appointed)
FRN 774770 · Appointed 23 Mar 2017 · Until 13 May 2019
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Precise Wealth Management Ltd (no longer appointed)
FRN 774419 · Appointed 23 Mar 2017 · Until 20 Oct 2017
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