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.

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.

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 kingswood-group.com first appeared online, and whether it can receive email
  • What kind of line 020 7293 0730 is
  • Who else gives the postcode EC2N 2HG
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Other names (15)

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

  • Kingswood Trading name
  • Mattioli Woods Trading name
  • European Financial Planning Ltd Former name
  • Mathews Smith (Financial Consultants) Limited Former name
  • Bradley Stuart Former trading name
  • European Wealth Former trading name
  • Kingswood Employee Benefits Former trading name
  • Kingswood Group Former trading name
  • Kingswood Institutional Former trading name
  • Kingswood Private Former trading name
  • Kingswood Wealth Former trading name
  • KW Former trading name
  • KW Private Office Former trading name
  • KW Wealth Former trading name
  • KW Wellbeing 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 (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

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
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)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Alan Hammick Director Nov 1973 16 May 2023 36 other companies

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 companies
36
closed down
15
are FCA-registered
2

In the full report: all 36 companies, 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
  • The 2 on the FCA register
  • All 37 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (19) All events (118)

2025

1 October 2025

  • Kingswood Holdings Limited gave up control
  • Mattioli Woods Limited gained significant control

Companies House

2024

14 November 2024

  • Kingswood Holdings Limited took control (75–100% of shares)
  • Kw UK Wealth Planning Holdco Limited gave up control

Companies House

2022

20 December 2022

  • Kw UK Bidco Limited gave up control
  • Kw UK Wealth Planning Holdco Limited took control (75–100% of shares)

Companies House

27 October 2022

  • Kingswood Holdings Limited gave up control
  • Kw UK Bidco Limited took control (75–100% of shares)
  • Kw UK Financial Holdings Limited gave up control
  • Kw UK Financial Holdings Limited took control (75–100% of shares)

Companies House

2018

2 July 2018

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

FCA register

2016

6 April 2016

  • Kingswood Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

7 June 2011

  • Changed its registered name from "Mathews Smith (Financial Consultants) Limited"

FCA register

9 March 2011

  • Board replaced: all 3 directors left and 2 new directors took over

Companies House

2001

1 December 2001

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

FCA register

1994

30 December 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1976

25 June 1976

  • Incorporated at Companies House

Companies House

In the full report: all 118 events

  • All 118 events in its history (19 shown here)
  • Every director appointment and resignation: 71
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Firms connected to KW Wealth Planning

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

connected firms
4
share a director
2
share its postcode
3

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (2), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like KW Wealth 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 KW Wealth Planning

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

  • 36 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 118 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is KW Wealth Planning Limited FCA authorised?
Yes, KW Wealth Planning Limited (FRN 114694) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is KW Wealth Planning’s phone number and website?
The FCA register lists the phone number 020 7293 0730 and the website kingswood-group.com for KW Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is KW Wealth Planning a scam or clone?
KW 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 KW Wealth 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 KW Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns KW Wealth Planning?
Companies House lists one person with significant control of KW Wealth Planning: Mattioli Woods Limited (significant influence or control). Before that, it was controlled by Kw UK Financial Holdings Limited, Kingswood Holdings Limited and Kw UK Bidco Limited.
Who runs KW Wealth Planning?
Companies House lists one director of KW Wealth Planning: Paul Alan Hammick.
How long has KW Wealth Planning been in business?
The company was formed on 25 June 1976, and has held its current FCA authorisation since December 2001.
Does KW Wealth Planning use any other names?
It trades as Kingswood and Mattioli Woods. It has previously used 13 other names, including European Financial Planning Ltd, Mathews Smith (Financial Consultants) Limited and Bradley Stuart.

Sources and links

The full report on KW Wealth Planning Limited

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