KW Wealth Planning Limited

Reference number: 988007

Instant download

Acts as a payment agent

This firm does not hold FCA authorisation of its own, and acts as a payment agent under another firm's authorisation.

This is one of the company's FCA records. It separately holds full FCA authorisation under FRN 114694 →.

Responsible principal firm

Moneyinfo Limited Reference number: 806043 Registered View firm →

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.

  • No website on the FCA register

  • Phone number

    020 7293 0730

  • Address

    13 Austin Friars, London, EC2N 2HE, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 7293 0730 is
  • Who else gives the postcode EC2N 2HE
Instant PDF download
Other names (6)

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

  • European Wealth Trading name
  • Kingswood Trading name
  • Kingswood Employee Benefits Trading name
  • Kingswood Group Trading name
  • Kingswood Private Trading name
  • Kingswood Wealth Trading name

Past FCA permissions and consumer protection

  • Protection works through the principal
    This firm acts as an agent of an authorised payment or e-money firm rather than holding its own authorisation. FSCS does not protect money held by an agent. Funds should be safeguarded by the principal, and the Financial Ombudsman Service may still be able to look at a complaint.

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 37 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
37
closed down
16
are FCA-registered
3

In the full report: all 37 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 3 on the FCA register
  • All 37 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

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

Key events (14) All events (91)

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

30 November 2022

  • Status on the FCA register became "PSD Agent"

FCA register

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

2016

6 April 2016

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

Companies House

2011

9 March 2011

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

Companies House

1976

25 June 1976

  • Incorporated at Companies House

Companies House

In the full report: all 91 events

  • All 91 events in its history (14 shown here)
  • Every director appointment and resignation: 71
Instant PDF download

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.

  • 37 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 91 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is KW Wealth Planning Limited FCA authorised?
KW Wealth Planning Limited (FRN 988007) is on the FCA register as an agent of an authorised payment or e-money firm. It does not hold its own authorisation: it acts under the principal's, and the principal is responsible for the money.
What is KW Wealth Planning’s phone number?
The FCA register lists the phone number 020 7293 0730 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?
KW Wealth Planning is an agent, so it does not hold its own FCA authorisation and FSCS does not protect money held by an agent. Your money should be safeguarded by the authorised firm it acts for. You can still refer a complaint to the Financial Ombudsman Service, which may be able to look at it.
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.
Does KW Wealth Planning use any other names?
It trades as European Wealth, Kingswood, Kingswood Employee Benefits, Kingswood Group and Kingswood Private, and 1 more names.

Sources and links

The full report on KW Wealth Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…