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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P M Financial Consultancy UnLimited (no longer appointed)
FRN 188276 · Appointed 17 Sep 2015 · Until 31 Dec 2020
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Lightblue Wealth Management Ltd (no longer appointed)
FRN 715149 · Appointed 15 Sep 2015 · Until 6 Apr 2018
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Miller Financial Planning Ltd (no longer appointed)
FRN 716791 · Appointed 15 Sep 2015 · Until 9 Oct 2015
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RS Wealth Management LLP (no longer appointed)
FRN 714334 · Appointed 14 Sep 2015 · Until 13 Jun 2016
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Kirklea Financial Services Ltd (no longer appointed)
FRN 716606 · Appointed 14 Sep 2015 · Until 4 Feb 2016
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Black & White Financial Ltd (no longer appointed)
FRN 715690 · Appointed 9 Sep 2015 · Until 24 Jul 2020
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Executive Mortgages & Investment Limited (no longer appointed)
FRN 135558 · Appointed 8 Sep 2015 · Until 1 Dec 2018
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Jon Naylor Financial Services (no longer appointed)
FRN 158663 · Appointed 4 Sep 2015 · Until 11 Feb 2020
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Alan Jones Financial Services Ltd (no longer appointed)
FRN 206462 · Appointed 1 Sep 2015 · Until 30 Apr 2020
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