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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Ian Pollock
IRN IXP01120
- (2613)CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)
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Ian Rae Harris
IRN IRH00012
- (509)CF22 Investment Adviser (Trainee) (25 Apr 2006 to 25 Apr 2006)
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Ian Richard Chamberlain
IRN IRC00014
- (1078)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1080)CF1 Director (AR) (since 29 May 2020)
- (1079)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Richard Francis
IRN IRF00001
- (2597)CF1 Director (AR) (22 Mar 2012 to 3 Feb 2016)
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Ian Richard Murfin
IRN IRM00010
- (892)CF4 Partner (AR) (7 Jul 2015 to 8 Aug 2017)
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Ian Richard Whiteley
IRN IXW00022
- (1175)CF4 Partner (AR) (since 3 Jul 2015)
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Ian Robinson
IRN IXR01105
- (1194)[FCA CF] Client dealing (1 Sep 2020 to 2 Sep 2020)
- (1195)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 2 Sep 2020)
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Ian Sherwood Martin
IRN ISM00004
- (2475)CF4 Partner (AR) (31 Mar 2013 to 28 Jul 2017)
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Ian Smith
IRN IXS01293
- (298)CF1 Director (AR) (17 Feb 2006 to 1 Dec 2010)
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Ian Stuart Chapman
IRN ISC01039
- (2970)CF1 Director (AR) (27 Apr 2012 to 21 Jan 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Connect & Protect Financial Limited (no longer appointed)
FRN 585294 · Appointed 15 Sep 2014 · Until 24 Jul 2024
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Cedar Call Centre Services (no longer appointed)
FRN 646637 · Appointed 15 Sep 2014 · Until 27 Oct 2014
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Abode Financial Associates Ltd (no longer appointed)
FRN 632081 · Appointed 12 Sep 2014 · Until 28 Dec 2016
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The Mortgage and Financial Advice Place Ltd (no longer appointed)
FRN 631633 · Appointed 8 Sep 2014 · Until 5 Jun 2021
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Symetra Financial Services Ltd (no longer appointed)
FRN 631548 · Appointed 5 Sep 2014 · Until 8 Sep 2014
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The Mortgage Brokerage (UK) Limited (no longer appointed)
FRN 631369 · Appointed 3 Sep 2014 · Until 9 Nov 2022
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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.
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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