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.
-
Indianna Gray
IRN IXG00027
- (472)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (471)21. Advising or arranging (bringing about) equity release transactions
- (473)Appointed representative dealing with clients for which they require qualification (since 5 Dec 2022)
-
Ingrid Gail Johnson
IRN IGJ01008
- (444)CF1 Director (10 Feb 2017 to 19 Apr 2018)
-
Intisar Haider
IRN IXH01420
- (954)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 May 2021)
- (955)CF1 Director (AR) (30 Nov 2015 to 18 May 2021)
-
Iqba Lall
IRN IXL00015
- (1708)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
-
Irving Woolf
IRN IXW00001
- (453)CF4 Partner (AR) (22 Oct 2007 to 20 Feb 2013)
-
Ishtiaq Farooqui
IRN IXF01154
- (869)CF1 Director (AR) (4 Jun 2014 to 13 Sep 2016)
-
Ishvinder Singh
IRN IXS01322
- (2612)CF1 Director (AR) (22 Sep 2017 to 1 May 2018)
-
Isla Marie Killen
IRN IXK01107
- (340)CF1 Director (AR) (26 May 2006 to 4 Jan 2012)
-
Iuliana Petruta Petcu
IRN IXP00029
- (2317)Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
-
Ivan Graham Logan
IRN IGL00011
- (2011)CF1 Director (AR) (12 Feb 2014 to 23 Mar 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Ashwood Law Professional Link (JVC1) Limited (no longer appointed)
FRN 223794 · Appointed 21 Jul 2016 · Until 15 Nov 2024
-
Clear Mortgage Services Ltd (no longer appointed)
FRN 752038 · Appointed 7 Jul 2016 · Until 7 Aug 2019
-
Sherwood Financial Planning Ltd (no longer appointed)
FRN 751131 · Appointed 30 Jun 2016 · Until 19 Jul 2024
-
G R Financial Services (UK) Ltd (no longer appointed)
FRN 751115 · Appointed 28 Jun 2016 · Until 2 Oct 2018
-
Selby Hogg Financial Consultants Ltd (no longer appointed)
FRN 749305 · Appointed 7 Jun 2016 · Until 15 Oct 2018
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