Financial AdviserProfile

Derwen Financial Planning Ltd

Public-record profile
105 Lammas Street, Carmarthen, SA31 3AP
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Derwen Financial Planning Ltd is listed as a FCA appointed representative in the SA31 3AP area. Registered at Companies House in 2017. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2017
Type
FCA appointed representative
Company No.
10841100
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

DERWEN FINANCIAL PLANNING LIMITED is active and was incorporated on 29 June 2017.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 105 Lammas Street, Carmarthen, SA31 3AP, Wales

Authorisations

FCAactive
Reference: 788539
Type: FCA appointed representative
Company no.: 10841100
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 June 2025
Accounts next due
31 March 2027
Accounts type
Micro Entity
Employees
0.03
Equity
£38,087
Fixed assets
£2,141
Current assets
£56,539
Net current assets/liabilities
£35,946
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

PENFOLD, Garry Lee
Appointed 14 February 2024
DOB: 10/1975

Persons with significant control

Mr Garry Lee Penfold
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 10/1975
Mr Desmond Glyn Thomas
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 4/1956

Recent Filings

17 December 2025
AA
accounts with accounts type micro entity
19 June 2025
CS01
confirmation statement with no updates
10 February 2025
AA
accounts with accounts type total exemption full
16 July 2024
CS01
confirmation statement with updates
1 July 2024
MA
memorandum articles
22 May 2024
RESOLUTIONS
resolution

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.