IP Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The permitted business of Intrinsic Financial Planning Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

Intrinsic Financial Services Limited owns 100% of the share capital of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited. Old Mutual Wealth Life Assurance Limited owns 100% of the share capital of Intrinsic Financial Services Limited.

Intrinsic has a long-term capital sharing arrangement in place with Uinsure Limited, which may result in future payments being made by Uinsure Limited to Intrinsic.

If you wish to register a complaint, please contact us:

In writing: Write to Compliance Department, Intrinsic Financial Planning Limited.

By phone: Telephone 01246 813099.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Should you wish to find out more about Intrinsic Financial Planning Limited.

  • 2019 © IP Wealth Management Limited. Registered in England and Wales, under no. 08244150. Registered office address - Unit 5, Westgate Court, Silkwood Park, Ossett, WF5 9TT.
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