In2 Planning Limited

Reference number: 456198

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When in2planning.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7336 7763 is
  • Who else gives the postcode EC1A 7DH
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • The Mortgage Shop (Scotland) Ltd Former name
  • in2 matrix uk Former trading name
  • The Mortgage Shop Former trading name
  • your ifa Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC181076
Company status
Active
Company type
Private limited company
Incorporated
28 November 1997 (28 years old)
Registered office
101 Rose Street South Lane, Edinburgh, EH2 3JG, Scotland
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Trevor Cohen Director Apr 1962 14 May 2014 6 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
2
still active
4

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Total equity

£110k

No earlier figure to compare

Cash at bank

£147k

No earlier figure to compare

Owed within a year

£103k

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC181076. Figures are exactly as filed; nothing is estimated.

Key dates in its history

In2 Planning’s history from the FCA register and Companies House, newest first.

Key events (7) All events (19)

2016

6 April 2016

  • Philip Trevor Cohen took control (75–100% of shares)

Companies House

2015

23 January 2015

  • Changed its registered name from "The Mortgage Shop (Scotland) Ltd"

FCA register

2014

14 May 2014

  • Board replaced: its only director left and a new director took over

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

2 October 2006

  • Became authorised by the FCA

FCA register

29 September 2006

  • Regulated by the Financial Services Authority from this date

FCA register

1997

28 November 1997

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms connected to In2 Planning

Other FCA-listed firms that share a director, phone number or address with In2 Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like In2 Planning

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on In2 Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 19 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is In2 Planning Limited FCA authorised?
Yes, In2 Planning Limited (FRN 456198) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is In2 Planning’s phone number and website?
The FCA register lists the phone number 020 7336 7763 and the website in2planning.co.uk for In2 Planning. If you were given different contact details, use these to check with the firm before going any further.
Is In2 Planning a scam or clone?
In2 Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with In2 Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about In2 Planning to the Financial Ombudsman Service, free of charge.
Who owns In2 Planning?
Companies House lists one person with significant control of In2 Planning: Mr Philip Trevor Cohen (75–100% of shares).
Who runs In2 Planning?
Companies House lists one director of In2 Planning: Philip Trevor Cohen.
How long has In2 Planning been in business?
The company was formed on 28 November 1997, and has held its current FCA authorisation since October 2006.
What do In2 Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £110k (no earlier figure to compare) and cash at bank of £147k (no earlier figure to compare).
Does In2 Planning use any other names?
It has previously used 4 other names, including The Mortgage Shop (Scotland) Ltd, in2 matrix uk and The Mortgage Shop.

Sources and links

The full report on In2 Planning Limited

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