Chiswick Wealth Planning Ltd: FCA regulated?

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Appointed for 4 years
Protected through the principal
No FCA actions
Active company since 2018
Accounts filed up to 31 March 2023
1 thing worth a closer look in the background checks

Responsible principal firm

Corbel Partners Limited Reference number: 429142 Authorised View firm →

What does this mean?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
Chiswick Wealth Planning Ltd (FRN 967338) is an AR of Corbel Partners Limited (FRN 429142). When you use Chiswick Wealth Planning's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Chiswick Wealth Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
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.

Website, phone number and address

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.

Website

chiswickwealthplanning.co.uk (opens in a new tab)
Phone number

07961 622797
Address

Building 7, 5th Floor, Chiswick Park, Chiswick High Road, London, W4 5YG, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When chiswickwealthplanning.co.uk first appeared online, and whether it can receive email
What kind of line 07961 622797 is
Who else gives the postcode W4 5YG

Other names (1)

If you were contacted under any of these names, it is this firm.

Chiswick Wealth Management Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through Corbel Partners 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 Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 11277206 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 27 March 2018 (8 years old)
Registered office: C/O Fma Online Ltd Building 3 Chiswick Business Park, 566 Chiswick High Road, London, W4 5YA, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Alexander David Smith	Director	Nov 1970	27 Mar 2018	1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company: 1
still active: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of its director sits on each board, and since when
Any that went into liquidation or administration
All 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2023Full accountsAudited

Net assets

£200

Same as £200

Cash at bank

£1,513

−95% from £31.2k

Employees (average)

4

Same as 4

Assets and liabilities

In the full report: all 4 years of accounts

Every year from 2020 to 2023
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 11277206. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Chiswick Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2026

31 July 2026

Changed its registered name from "Chiswick Wealth Management Limited"

FCA register

2022

12 January 2022

Became an appointed representative

FCA register

2018

27 March 2018

Incorporated at Companies House
Alexander David Smith took control (75–100% of shares)

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 3

Firms connected to Chiswick Wealth Planning

Other FCA-listed firms that share a director, phone number or address with Chiswick Wealth Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 4
no longer authorised: 2
share its postcode: 4

In the full report: all 4 connected firms, named

How each is linked: the same postcode (4)
Who links each one: the named directors, with dates

Firms like Chiswick Wealth Planning

Other firms of the same type (financial adviser), nearest first.

In the West London (W) postcode area

Moonfare UK LimitedLondonAppointed representative Tpg Emea, LLPMayfairAppointed representative Alpha FX Institutional LimitedLondonAppointed representative LCP Capital Solutions LimitedLondonAppointed representative Earlybird Venture Capital UK LimitedAppointed representative 100A Vc LLPLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Chiswick Wealth Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

1 other company its directors have run, named
3 background checks on its contact details, 1 flagged
4 years of accounts, charted
All 7 events in its history
4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Chiswick Wealth Planning Ltd FCA authorised?

Chiswick Wealth Planning Ltd (FRN 967338) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does appointed representative mean for Chiswick Wealth Planning?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Chiswick Wealth Planning Ltd (FRN 967338) is an AR of Corbel Partners Limited (FRN 429142). When you use Chiswick Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Chiswick Wealth Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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.

What is Chiswick Wealth Planning’s phone number and website?

The FCA register lists the phone number 07961 622797 and the website chiswickwealthplanning.co.uk for Chiswick Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Chiswick Wealth Planning a scam or clone?

Chiswick Wealth Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Chiswick Wealth Planning?

Protection works through Corbel Partners Limited, the principal firm responsible for Chiswick Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Chiswick Wealth Planning?

Companies House lists one person with significant control of Chiswick Wealth Planning: Mr Alexander David Smith (75–100% of shares).

Who runs Chiswick Wealth Planning?

Companies House lists one director of Chiswick Wealth Planning: Alexander David Smith.

How long has Chiswick Wealth Planning been in business?

The company was formed on 27 March 2018.

What do Chiswick Wealth Planning’s latest accounts show?

Its latest accounts, to 31 March 2023, show net assets of £200 (same as £200) and cash at bank of £1,513 (−95% from £31.2k).

Does Chiswick Wealth Planning use any other names?

It has previously used the name Chiswick Wealth Management Limited.