Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
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)
-
Gurbhinder Singh Sanghera
IRN GXS00128
- (1639)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2023)
-
Gurinder Mathoon
IRN GXM02395
- (961)Appointed representative dealing with clients for which they require qualification (27 Mar 2020 to 28 May 2021)
-
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)
-
Gurminder Sanghera
IRN GXS01739
- (644)CF1 Director (AR) (24 Jun 2009 to 22 Jul 2016)
-
Gurpage Singh Digpal
IRN GXD01445
- (2207)CF1 Director (AR) (14 Apr 2017 to 30 Nov 2023)
-
Gurpreet Dhanjal
IRN GXD00083
- (1779)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2022)
-
Gurvinder Saluja
IRN GXS02572
- (946)CF1 Director (AR) (19 Oct 2016 to 2 Oct 2018)
-
Gurwinder Sandhu
IRN GXS00127
- (1641)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2021)
-
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.
-
Connect & Protect Financial Limited (no longer appointed)
FRN 585294 · Appointed 15 Sep 2014 · Until 24 Jul 2024
-
Cedar Call Centre Services (no longer appointed)
FRN 646637 · Appointed 15 Sep 2014 · Until 27 Oct 2014
-
Abode Financial Associates Ltd (no longer appointed)
FRN 632081 · Appointed 12 Sep 2014 · Until 28 Dec 2016
-
The Mortgage and Financial Advice Place Ltd (no longer appointed)
FRN 631633 · Appointed 8 Sep 2014 · Until 5 Jun 2021
-
Symetra Financial Services Ltd (no longer appointed)
FRN 631548 · Appointed 5 Sep 2014 · Until 8 Sep 2014
-
The Mortgage Brokerage (UK) Limited (no longer appointed)
FRN 631369 · Appointed 3 Sep 2014 · Until 9 Nov 2022
-
Michael Meese and Associates (no longer appointed)
FRN 486331 · Appointed 2 Sep 2014 · Until 24 Apr 2023
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Intrinsic Mortgage Planning Ltd
-
permission removed: CBTL Effective Date
-
permission removed: CBTL Status
-
controlled function added: (1512)SMF1 Chief Executive
-
controlled function added: (1511)SMF2 Chief Finance
-
controlled function added: (1510)CF1 Director (AR)
-
controlled function added: (1509)SMF9 Chair of the Governing Body
-
controlled function added: (1508)CF1 Director (AR)
-
controlled function added: (1507)CF1 Director (AR)
-
controlled function added: (1506)SMF10 Chair of the Risk Committee