MPL Wealth Management Limited

Reference number: 180309

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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 mplwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7831 4711 is, and the other firm that gives it
  • Who else gives the postcode WC1N 2LR
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Other names (2)

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

  • Merlin Partnership Limited Former name
  • MPL Independent Financial Planning Limited Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • May control money if settlement through a mandate.
    The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.

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
03079936
Company status
Active
Company type
Private limited company
Incorporated
14 July 1995 (31 years old)
Registered office
45 Doughty Street, London, WC1N 2LR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Anthony Kitson Director Jul 1973 15 May 2010 5 other companies
Richard Alistair Dawes Director Jul 1974 1 Oct 2025 None

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
5
still active
5
is FCA-registered
1

In the full report: all 5 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 one on the FCA register
  • All 17 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2024Full accountsAudited

Turnover

£2.25m

+17% from £1.92m

Profit before tax

£649k

+88% from £346k

Net assets

£1.59m

+5.8% from £1.50m

Cash at bank

£696k

−12% from £791k

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • Both charts, over every year
  • Every filed figure, year by year
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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 03079936. 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

MPL Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (45)

2021

13 October 2021

  • Roland James Spicer no longer has significant control

Companies House

2016

6 April 2016

  • Mark Anthony Kitson gained significant control
  • Roland James Spicer gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

25 September 2007

  • Changed its registered name from "MPL Independent Financial Planning Limited"

FCA register

2006

21 September 2006

  • FCA imposed a requirement (May control money if settlement through a mandate.)

FCA register

2001

1 December 2001

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

FCA register

1998

19 August 1998

  • Changed its registered name from "Merlin Partnership Limited"

FCA register

19 June 1998

  • Regulated by the Personal Investment Authority from this date

FCA register

1995

14 July 1995

  • Incorporated at Companies House

Companies House

In the full report: all 45 events

  • All 45 events in its history (11 shown here)
  • Every director appointment and resignation: 30
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Firms connected to MPL Wealth Management

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like MPL Wealth Management

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

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) 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 MPL Wealth Management

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 45 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is MPL Wealth Management Limited FCA authorised?
Yes, MPL Wealth Management Limited (FRN 180309) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is MPL Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7831 4711 and the website mplwealthmanagement.co.uk for MPL Wealth Management. 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 one other FCA firm.
Is MPL Wealth Management a scam or clone?
MPL Wealth 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 MPL Wealth Management?
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 MPL Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns MPL Wealth Management?
Companies House lists one person with significant control of MPL Wealth Management: Mr Mark Anthony Kitson (significant influence or control). Before that, it was controlled by Mr Roland James Spicer.
Who runs MPL Wealth Management?
Companies House lists 2 directors of MPL Wealth Management: Mark Anthony Kitson and Richard Alistair Dawes.
How long has MPL Wealth Management been in business?
The company was formed on 14 July 1995, and has held its current FCA authorisation since December 2001.
What do MPL Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2024, show turnover of £2.25m (+17% from £1.92m) and profit before tax of £649k (+88% from £346k).
Does MPL Wealth Management use any other names?
It has previously used 2 other names: Merlin Partnership Limited and MPL Independent Financial Planning Limited.

Sources and links

The full report on MPL Wealth Management Limited

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