KW Wealth Planning Limited

Reference number: 114694

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Authorised by the FCA

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

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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.

Also trades as
  • Kingswood
  • Mattioli Woods

Company details

From the company's Companies House record.

Company number
01265376
Company status
Active
Company type
Private limited company
Incorporated
25 June 1976 (50 years old)
Registered office
10-11 Austin Friars, London, EC2N 2HG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Paul Alan Hammick Director Nov 1973 16 May 2023
Peter Brian Coleman Director Aug 1969 14 Aug 2024

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • European Financial Planning Ltd
  • Mathews Smith (Financial Consultants) Limited

Names it no longer trades under

This firm has retired 11 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Bradley Stuart
  • European Wealth
  • Kingswood Employee Benefits
  • Kingswood Group
  • Kingswood Institutional
  • Kingswood Private
  • Kingswood Wealth
  • KW
  • KW Private Office
  • KW Wealth
  • KW Wellbeing

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Common questions

Frequently asked questions

Is KW Wealth Planning Limited FCA authorised?
Yes, KW Wealth Planning Limited (FRN 114694) is authorised by the FCA to carry out regulated activities.
Is my money safe with KW Wealth Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about KW Wealth Planning to the Financial Ombudsman Service, free of charge.
Is KW Wealth Planning a scam or clone?
KW Wealth 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 KW Wealth Planning's Firm Reference Number (FRN)?
KW Wealth Planning's FRN is 114694. You can verify it on the FCA register.