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 Andrew Ward
IRN JAW01212
- (2869)CF2 Non Executive Director (29 Mar 2011 to 7 Aug 2014)
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James Anthony Angus Samuels
IRN JAS01159
- (2173)CF2 Non Executive Director (4 Feb 2010 to 7 Aug 2014)
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James Ashby
IRN JXA00104
- (1821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
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James Athill
IRN JXA00106
- (1408)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1410)CF1 Director (AR) (since 16 Jun 2022)
- (1409)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2020)
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James Austin Pibworth
IRN AJP00082
- (579)CF1 Director (AR) (28 Nov 2006 to 15 Jun 2007)
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James Barber
IRN JXB03898
- (1426)Appointed representative dealing with clients for which they require qualification (3 Jun 2025 to 16 Jun 2025)
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James Barry Booth
IRN JBB00011
- (2617)CF1 Director (AR) (4 Mar 2016 to 14 Aug 2020)
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James Benjamin Tomlinson
IRN JBT00012
- (1244)CF1 Director (AR) (14 May 2010 to 15 May 2010)
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James Carey
IRN JXC00253
- (1841)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
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James Chalmers Wylie
IRN JCW00070
- (2554)CF1 Director (AR) (13 Oct 2006 to 18 Dec 2008)
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