Trebarwith House Financial Planning Limited

Reference number: 1065525

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Trebarwith House Financial Planning Limited (FRN 1065525) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Trebarwith House Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Trebarwith House Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • No phone number on the FCA register

  • Address

    29 Laburnum Way, Loughborough, LE11 2FB, United Kingdom

In the full report: 1 background check

  • Who else gives the postcode LE11 2FB
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
17267491
Company status
Active
Company type
Private limited company
Incorporated
8 June 2026 (less than a year old)
Registered office
29 Laburnum Way, Loughborough, LE11 2FB, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Darren Christopher Lycett Director Mar 1982 8 Jun 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Key dates in its history

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

2026

16 October 2026

  • Became an appointed representative

FCA register

8 June 2026

  • Incorporated at Companies House
  • Darren Christopher Lycett took control (75–100% of shares)
  • Darren Christopher Lycett appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Trebarwith House Financial Planning

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

In the Leicester (LE) postcode area

1066 HoldingsLutterworthAppointed representativeAbigail Jayne BrownMarket HarboroughAppointed representativeAccomplished Financial Solutions LtdLeicesterAppointed representativeAlastair MayAshby-De-La-ZouchAppointed representativeAMW Financial Planning LimitedLeicesterAppointed representativeArmstrongs Wealth Planning LtdHinckleyAppointed representative

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 Trebarwith House Financial Planning

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

  • Every company its directors have run, named
  • 1 background check on its contact details
  • All 4 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Trebarwith House Financial Planning Limited FCA authorised?
Trebarwith House Financial Planning Limited (FRN 1065525) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Trebarwith House Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Trebarwith House Financial Planning Limited (FRN 1065525) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Trebarwith House Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Trebarwith House Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is Trebarwith House Financial Planning a scam or clone?
Trebarwith House Financial 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 Trebarwith House Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Trebarwith House Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Trebarwith House Financial Planning?
Companies House lists one person with significant control of Trebarwith House Financial Planning: Mr Darren Christopher Lycett (75–100% of shares).
Who runs Trebarwith House Financial Planning?
Companies House lists one director of Trebarwith House Financial Planning: Darren Christopher Lycett.
How long has Trebarwith House Financial Planning been in business?
The company was formed on 8 June 2026.

Sources and links

The full report on Trebarwith House Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…