IWP Investment Management Limited

Reference number: 114563

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Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

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 iwpim.co.uk first appeared online, and whether it can receive email
  • What kind of line 01438 345767 is
  • Who else gives the postcode SG1 2AD
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Other names (7)

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

  • E.P. Ward (Investment Services) Limited Former name
  • Richmond House Investment Management Limited Former name
  • Richmond House Investment Services Limited Former name
  • RHG Former trading name
  • RHG Investment Management Former trading name
  • RHG Portfolio Management Former trading name
  • Richmond House Group Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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 (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
01812617
Company status
Active
Company type
Private limited company
Incorporated
1 May 1984 (42 years old)
Registered office
101 Wigmore Street, London, W1U 1QU, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Livesey Director May 1985 30 Jan 2026 None
Paul Gregory Hunt Director Jul 1962 30 Jan 2026 9 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
9
closed down
1
are FCA-registered
2

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 20 people who have ever been directors, with their dates
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Filed accounts and finances

10 months to 30 April 2020Full accountsAudited

Turnover

£678k

No earlier figure to compare

Profit before tax

£760k

No earlier figure to compare

Net assets

£620k

No earlier figure to compare

Cash at bank

£493k

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.

Accounts filed at Companies House for company 01812617. 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 Investment Management’s history from the FCA register and Companies House, newest first.

Key events (18) All events (69)

2026

10 February 2026

  • Independent Wealth Planners UK Limited gave up control
  • Titan Investment Management Holdings Limited took control (75–100% of shares)

Companies House

2024

1 July 2024

  • Independent Wealth Planners UK Limited took control (75–100% of shares)
  • Iwp Advisory Group Limited gave up control
  • Iwp Advisory Group Limited took control (75–100% of shares)
  • Rhg Holdings Limited gave up control

Companies House

30 January 2024

  • Changed its registered name from "Richmond House Investment Management Limited"

FCA register

2018

20 February 2018

  • Changed its registered name from "Richmond House Investment Services Limited"

FCA register

2016

6 April 2016

  • Paul John Beasley gave up control
  • Paul John Beasley took control (75–100% of shares)
  • Rhg Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

26 March 2012

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2004

20 February 2004

  • Changed its registered name from "E.P. Ward (Investment Services) Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Applied to cancel its FCA authorisation

FCA register

1994

18 July 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1984

1 May 1984

  • Incorporated at Companies House

Companies House

In the full report: all 69 events

  • All 69 events in its history (18 shown here)
  • Every director appointment and resignation: 39
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Firms connected to IWP Investment Management

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

connected firms
3
share a director
2
share its postcode
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like IWP Investment Management

Other firms of the same type (investment or fund manager), nearest first.

In the Stevenage (SG) postcode area

Westbury Asset Management LimitedBaldockAuthorisedImmersion Capital LLPHertfordshireAppointed representativeImperial Treasury Services LtdHertfordAppointed 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 IWP Investment Management

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

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 69 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is IWP Investment Management Limited FCA authorised?
IWP Investment Management Limited (FRN 114563) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.
What is IWP Investment Management’s phone number and website?
The FCA register lists the phone number 01438 345767 and the website iwpim.co.uk for IWP Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is IWP Investment Management a scam or clone?
IWP Investment Management 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 Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about IWP Investment Management to the Financial Ombudsman Service, free of charge.
Who owns IWP Investment Management?
IWP Investment Management is owned by Titan Investment Management Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 10 February 2026. Before that, it was controlled by Mr Paul John Beasley, Independent Wealth Planners UK Limited and Iwp Advisory Group Limited.
Who runs IWP Investment Management?
Companies House lists 2 directors of IWP Investment Management: Mark Livesey and Paul Gregory Hunt.
How long has IWP Investment Management been in business?
The company was formed on 1 May 1984.
What do IWP Investment Management’s latest accounts show?
Its latest accounts, to 30 April 2020, show turnover of £678k (no earlier figure to compare) and profit before tax of £760k (no earlier figure to compare).
Does IWP Investment Management use any other names?
It has previously used 7 other names, including E.P. Ward (Investment Services) Limited, Richmond House Investment Management Limited and Richmond House Investment Services Limited.

Sources and links

The full report on IWP Investment Management Limited

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