IWP Financial Planning Limited

Reference number: 441359

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Authorised by the FCA

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

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.

In the full report: 3 background checks

  • When titanwh.com first appeared online, and whether it can receive email
  • What kind of line 0800 048 0150 is, and the 2 other firms that give it
  • Who else gives the postcode W1U 1QU
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Other names (30)

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

  • Acuity Wealth Management Trading name
  • AGL Wealth Management Trading name
  • Alexander Grace Trading name
  • AMG Trading name
  • Buchanan & Associates Financial Planning Trading name
  • Clairville York Trading name
  • Distinct Financial Planning Trading name
  • Edinburgh Wealth Management Trading name
  • Encompass Financial Management Trading name
  • Holistic Financial Leadership Trading name
  • Holmes Investments Trading name
  • Hunter Hammond Daniel Associates Trading name
  • IWP Principal Trading name
  • Kelsall Steele Investment Services Trading name
  • Moss and Roberts (Wealth Management) Trading name
  • Murdoch Asset Management Trading name
  • Nugenis Financial Planning Trading name
  • Omnium Employee Benefits Trading name
  • Omnium Wealth Management Trading name
  • Premier Wealth Management Trading name
  • Professional Wealth Management Trading name
  • Prosper Wealth Management Trading name
  • Richmond House Corporate Services Trading name
  • Richmond House Wealth Management Trading name
  • Rixons Wealth Management Trading name
  • Sutherland Independent Trading name
  • Throgmorton Wealth Management Trading name
  • Alexander Grace Limited Former name
  • IWP Financial Planning Ltd Former name
  • Titan Wealth Planning Former trading name

FCA permissions and consumer protection

  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 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 P2P agreements
  • 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

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
04138186
Company status
Active
Company type
Private limited company
Incorporated
10 January 2001 (25 years old)
Registered office
101 Wigmore Street, London, W1U 1QU, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Richard Birch Director Oct 1972 22 Feb 2024 7 other companies
Tony Alan Bullock Director Jun 1971 22 Feb 2024 16 other companies

Other companies run by these 2 directors

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 companies
19
closed down
2
went insolvent
13

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The 13 that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
  • The 4 companies these 2 directors run together
  • All 17 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2020Small company accountsNot audited

Net assets

£374k

No earlier figure to compare

Cash at bank

£405k

No earlier figure to compare

Employees (average)

11

No earlier figure to compare

Owed within a year

£110k

No earlier figure to compare

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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04138186. 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

IWP Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (25) All events (87)

2026

10 February 2026

  • Iwp Advisory Group Limited no longer has significant control
  • Titan Advisory Holdings Limited took control (75–100% of shares)

Companies House

2024

6 February 2024

  • Changed its registered name from "IWP Financial Planning Ltd"

FCA register

24 January 2024

  • Changed its registered name from "Alexander Grace Limited"

FCA register

2022

15 November 2022

  • Ares Management UK Limited no longer has significant control

Companies House

31 March 2022

  • Iwp Advisory Group Limited gained significant control

Companies House

2020

10 November 2020

  • Ares Management Limited gained significant control
  • Ares Management Limited no longer has significant control
  • Ares Management UK Limited gained significant control
  • Baronsmead Second Venture Trust PLC gained significant control
  • Baronsmead Second Venture Trust PLC no longer has significant control
  • Baronsmead Venture Trust PLC gained significant control
  • Baronsmead Venture Trust PLC no longer has significant control
  • Gresham House (Nominees) Limited gained significant control
  • Gresham House (Nominees) Limited no longer has significant control
  • Independent Wealth Planners UK Limited gave up control

Companies House

2019

29 July 2019

  • Independent Wealth Planners UK Limited took control (75–100% of shares)
  • Neil Alan Padget stopped being a part-owner
  • Robert David King stopped being a part-owner

Companies House

2016

6 April 2016

  • Neil Alan Padget became a part-owner (25–50% of shares)
  • Robert David King became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

3 January 2006

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

10 January 2001

  • Incorporated at Companies House

Companies House

In the full report: all 87 events

  • All 87 events in its history (25 shown here)
  • Every director appointment and resignation: 30
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Firms connected to IWP Financial Planning

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

connected firms
2
share its phone number
2
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: the same phone number (2), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like IWP Financial Planning

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 IWP Financial Planning

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

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 87 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is IWP Financial Planning Limited FCA authorised?
Yes, IWP Financial Planning Limited (FRN 441359) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is IWP Financial Planning’s phone number and website?
The FCA register lists the phone number 0800 048 0150 and the website titanwh.com for IWP Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is IWP Financial Planning a scam or clone?
IWP Financial 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 IWP Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about IWP Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns IWP Financial Planning?
IWP Financial Planning is owned by Titan Advisory Holdings Limited, which holds 75–100% of shares, 75–100% of votes and held through a firm, since 10 February 2026. Before that, it was controlled by Mr Neil Alan Padget, Mr Robert David King and Ares Management UK Limited.
Who runs IWP Financial Planning?
Companies House lists 2 directors of IWP Financial Planning: Christopher Richard Birch and Tony Alan Bullock.
How long has IWP Financial Planning been in business?
The company was formed on 10 January 2001, and has held its current FCA authorisation since January 2006.
What do IWP Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2020, show net assets of £374k (no earlier figure to compare) and cash at bank of £405k (no earlier figure to compare).
Does IWP Financial Planning use any other names?
It trades as Acuity Wealth Management, AGL Wealth Management, Alexander Grace, AMG and Buchanan & Associates Financial Planning, and 22 more names. It has previously used 3 other names: Alexander Grace Limited, IWP Financial Planning Ltd and Titan Wealth Planning.

Sources and links

The full report on IWP Financial Planning Limited

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