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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Gunaal Souprayal
IRN GXS00130
- (207)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (208)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Gurbhinder Singh Sanghera
IRN GXS00128
- (1639)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2023)
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Gurinder Mathoon
IRN GXM02395
- (961)Appointed representative dealing with clients for which they require qualification (27 Mar 2020 to 28 May 2021)
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Gurjit Sandhu
IRN GXS01479
- (566)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (567)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Gurminder Sanghera
IRN GXS01739
- (644)CF1 Director (AR) (24 Jun 2009 to 22 Jul 2016)
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Gurpage Singh Digpal
IRN GXD01445
- (2207)CF1 Director (AR) (14 Apr 2017 to 30 Nov 2023)
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Gurpreet Dhanjal
IRN GXD00083
- (1779)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2022)
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Gurvinder Saluja
IRN GXS02572
- (946)CF1 Director (AR) (19 Oct 2016 to 2 Oct 2018)
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Gurwinder Sandhu
IRN GXS00127
- (1641)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2021)
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Gwynfor Hefin Harries
IRN GHH01033
- (388)CF4 Partner (AR) (8 Jun 2012 to 31 Dec 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Suckling Waddington & Partners (no longer appointed)
FRN 675966 · Appointed 6 Mar 2015 · Until 31 Jul 2018
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Your Choice Financial Services Ltd (no longer appointed)
FRN 675715 · Appointed 6 Mar 2015 · Until 18 Mar 2016
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Berry Mortgage Solutions Ltd (no longer appointed)
FRN 674187 · Appointed 27 Feb 2015 · Until 21 Nov 2017
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Mortgage Services Warehouse Ltd (no longer appointed)
FRN 673690 · Appointed 25 Feb 2015 · Until 22 Feb 2021
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KS Financial Advisers Limited (no longer appointed)
FRN 670058 · Appointed 18 Feb 2015 · Until 19 Nov 2020
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Virtuo Wealth Management Ltd (no longer appointed)
FRN 536217 · Appointed 22 Jan 2015 · Until 4 Jan 2019
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