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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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)
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Ingrid Gail Johnson
IRN IGJ01008
- (444)CF1 Director (10 Feb 2017 to 19 Apr 2018)
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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)
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Iqba Lall
IRN IXL00015
- (1708)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2020)
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Irving Woolf
IRN IXW00001
- (453)CF4 Partner (AR) (22 Oct 2007 to 20 Feb 2013)
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Ishtiaq Farooqui
IRN IXF01154
- (869)CF1 Director (AR) (4 Jun 2014 to 13 Sep 2016)
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Ishvinder Singh
IRN IXS01322
- (2612)CF1 Director (AR) (22 Sep 2017 to 1 May 2018)
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Isla Marie Killen
IRN IXK01107
- (340)CF1 Director (AR) (26 May 2006 to 4 Jan 2012)
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Iuliana Petruta Petcu
IRN IXP00029
- (2317)Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 22 Apr 2022)
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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.
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Ashton Lloyd Global Financial Services Ltd (no longer appointed)
FRN 731450 · Appointed 11 Jan 2016 · Until 15 Nov 2016
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Vanessa Harrison Wealth Management Ltd (no longer appointed)
FRN 726145 · Appointed 24 Nov 2015 · Until 14 Mar 2023
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Carnegie Asset Management Ltd (no longer appointed)
FRN 726112 · Appointed 23 Nov 2015 · Until 21 Jan 2021
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Hensman Financial Limited (no longer appointed)
FRN 723682 · Appointed 29 Oct 2015 · Until 19 Nov 2019
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Essendon Financial Planning Limited (no longer appointed)
FRN 722973 · Appointed 29 Oct 2015 · Until 9 Oct 2017
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The Tierney Consultancy (Wealth Management) Limited (no longer appointed)
FRN 611521 · Appointed 29 Oct 2015 · Until 13 Nov 2020
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Avram Financial Services Ltd (no longer appointed)
FRN 720552 · Appointed 14 Oct 2015 · Until 22 Jun 2018
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Charles Derby Wellness Limited (no longer appointed)
FRN 720220 · Appointed 13 Oct 2015 · Until 19 Dec 2016
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