Kingswood Partnership Financial Planning Limited

Reference number: 830200

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Plan with Grace Limited Reference number: 961832 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Kingswood Partnership Financial Planning Limited (FRN 830200) introduces customers to Plan with Grace Limited (FRN 961832). Any regulated advice or arranging is done by the principal, not Kingswood Partnership Financial Planning.
  • Example: if Kingswood Partnership Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Kingswood Partnership Financial Planning itself.
  • 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.

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
10436770
Company status
Active
Company type
Private limited company
Incorporated
19 October 2016 (9 years old)
Registered office
One Ash Loughborough Road, Quorn, Loughborough, Leicestershire, LE12 8UE, England
Nature of business
  • Activities of financial services holding companies (SIC 64205)

Current directors and secretaries

Name Role Born Appointed
Tara Louisa Wood Director Jul 1983 19 Oct 2016

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Plan with Grace 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Kingswood Partnership Financial Planning Limited FCA authorised?
Kingswood Partnership Financial Planning Limited (FRN 830200) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Kingswood Partnership Financial Planning?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Kingswood Partnership Financial Planning Limited (FRN 830200) introduces customers to Plan with Grace Limited (FRN 961832). Any regulated advice or arranging is done by the principal, not Kingswood Partnership Financial Planning. Example: if Kingswood Partnership Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Kingswood Partnership Financial Planning itself. 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 my money safe with Kingswood Partnership Financial Planning?
Protection works through Plan with Grace Limited, the principal firm responsible for Kingswood Partnership Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Kingswood Partnership Financial Planning a scam or clone?
Kingswood Partnership Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Kingswood Partnership Financial Planning's Firm Reference Number (FRN)?
Kingswood Partnership Financial Planning's FRN is 830200. You can verify it on the FCA register.