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KW Wealth Planning Limited

KW Wealth Planning Limited is an active company incorporated on 25 June 1976 with the registered office located in London, City of London. KW Wealth Planning Limited was registered 49 years ago.
Status
Active
Active since incorporation
Company No
01265376
Private limited company
Age
49 years
Incorporated 25 June 1976
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 28 August 2025 (2 months ago)
Next confirmation dated 28 August 2026
Due by 11 September 2026 (10 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
10-11 Austin Friars
London
EC2N 2HG
England
Address changed on 4 Apr 2023 (2 years 7 months ago)
Previous address was 13 Austin Friars London EC2N 2HE England
Telephone
01905384165
Email
Available in Endole App
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Sep 1968
Director • Chief Executive • British • Lives in UK • Born in Aug 1969
Director • Chief Risk Officer • British • Lives in England • Born in Nov 1973
Director • Chief Financial Officer • British • Lives in UK • Born in Aug 1973
Director • Chief Operating Officer • British • Lives in UK • Born in Mar 1986
Shareholders, PSCs & Group Structure
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Mutual Companies
KW Investment Management Limited
David Frank Lawrence, Harriet Leonora Griffin, and 3 more are mutual people.
Active
Eurosure Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Joseph R. Lamb Independent Financial Advisers Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Aim Independent Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Barry Fleming And Partners (Tax, Trusts And Investment Planning) Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Allotts Financial Services Ltd
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Aim Wealth Holdings Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Casson Beckman Wealth Management Limited
David Frank Lawrence, Paul Alan Hammick, and 2 more are mutual people.
Active
Brands
Kingswood
Kingswood provides financial advice and investment management services to clients.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£1.63M
Increased by £837K (+106%)
Turnover
£28.69M
Increased by £180K (+1%)
Employees
241
Decreased by 22 (-8%)
Total Assets
£48.04M
Increased by £9.5M (+25%)
Total Liabilities
-£16.35M
Increased by £4.18M (+34%)
Net Assets
£31.69M
Increased by £5.31M (+20%)
Debt Ratio (%)
34%
Increased by 2.47% (+8%)
Latest Activity
Mattioli Woods Limited (PSC) Appointed
1 Month Ago on 1 Oct 2025
Kingswood Holdings Limited (PSC) Resigned
1 Month Ago on 1 Oct 2025
Full Accounts Submitted
1 Month Ago on 22 Sep 2025
Confirmation Submitted
2 Months Ago on 29 Aug 2025
Vinoy Rajanah Nursiah Resigned
9 Months Ago on 20 Jan 2025
Full Accounts Submitted
10 Months Ago on 16 Dec 2024
Bryan George Parkinson Resigned
11 Months Ago on 3 Dec 2024
Kingswood Holdings Limited (PSC) Appointed
11 Months Ago on 14 Nov 2024
Kw Uk Wealth Planning Holdco Limited (PSC) Resigned
11 Months Ago on 14 Nov 2024
Harriet Leonora Griffin Resigned
1 Year 1 Month Ago on 13 Sep 2024
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Documents
Cessation of Kingswood Holdings Limited as a person with significant control on 1 October 2025
Submitted on 8 Oct 2025
Notification of Mattioli Woods Limited as a person with significant control on 1 October 2025
Submitted on 8 Oct 2025
Full accounts made up to 31 December 2024
Submitted on 22 Sep 2025
Confirmation statement made on 28 August 2025 with no updates
Submitted on 29 Aug 2025
Information not on the register The material was formerly considered to form part of the register but is no longer considered by the registrar to do so.
Submitted on 17 Mar 2025
Information not on the register The material was formerly considered to form part of the register but is no longer considered by the registrar to do so.
Submitted on 17 Mar 2025
Notification of Kingswood Holdings Limited as a person with significant control on 14 November 2024
Submitted on 14 Feb 2025
Termination of appointment of Vinoy Rajanah Nursiah as a director on 20 January 2025
Submitted on 20 Jan 2025
Cessation of Kw Uk Wealth Planning Holdco Limited as a person with significant control on 14 November 2024
Submitted on 17 Jan 2025
Full accounts made up to 31 December 2023
Submitted on 16 Dec 2024
Repayment History
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