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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Jacqueline Susan McCaffery
IRN JSS01184
- (975)CF1 Director (AR) (17 Jun 2014 to 13 Mar 2020)
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Jacqueline Victoria Crawley
IRN JVC00010
- (619)CF4 Partner (AR) (6 Nov 2006 to 7 Dec 2010)
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Jade Grantham
IRN JXG00130
- (1852)[FCA CF] Manager of certification employee (1 Sep 2020 to 30 Sep 2022)
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Jade Leah Shackleton
IRN JXS37883
- (1908)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 26 Sep 2025)
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Jagdeep Jhumat
IRN JXJ00123
- (2431)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 3 Mar 2022)
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Jagjit Gill
IRN JXS02399
- (907)CF1 Director (AR) (since 8 May 2009)
- (2344)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)
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Jaime Fernandez
IRN JXF01672
- (541)CF1 Director (AR) (2 Apr 2012 to 3 Feb 2014)
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Jake Allin Brassett
IRN JXB00406
- (152)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (153)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jake Harry Cousins
IRN JXC00285
- (1788)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
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Jake Millar
IRN JXM00316
- (2410)Appointed representative dealing with clients for which they require qualification (7 Aug 2020 to 16 Feb 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Partnership (Southampton) Ltd (no longer appointed)
FRN 217794 · Appointed 27 Oct 2014 · Until 3 Oct 2024
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Lighthouse Independent Financial Advisers (Devon) Ltd (no longer appointed)
FRN 191895 · Appointed 22 Oct 2014 · Until 23 Dec 2015
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Robert Paul Worthington (no longer appointed)
FRN 649775 · Appointed 21 Oct 2014 · Until 29 Apr 2015
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Sutton Oaks Wealth Management Limited (no longer appointed)
FRN 648898 · Appointed 13 Oct 2014 · Until 2 Jun 2025
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Kennedy Wilde Associates LLP (no longer appointed)
FRN 615724 · Appointed 1 Oct 2014 · Until 3 May 2019
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Scott Walmsley Financial Services Limited (no longer appointed)
FRN 648095 · Appointed 30 Sep 2014 · Until 5 Dec 2017
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A Move Mortgage Services Ltd (no longer appointed)
FRN 647446 · Appointed 24 Sep 2014 · Until 25 Aug 2017
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The Mortgage Broker (Devon) Ltd (no longer appointed)
FRN 647466 · Appointed 24 Sep 2014 · Until 25 Jul 2016
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Mortgage & General Limited (no longer appointed)
FRN 647445 · Appointed 24 Sep 2014 · Until 24 Oct 2018
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