Strategic Wealth Partners Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 8 years
Your funds are protected by FSCS
No FCA actions
Active company since 2017
Accounts filed up to 30 June 2025

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.

Website

strategicwealthpartners.co.uk (opens in a new tab)
Phone number

020 8719 0686
Address

The Smith, 145 London Road, Kingston upon Thame, KT2 6SR, United Kingdom

In the full report: 3 background checks

When strategicwealthpartners.co.uk first appeared online, and whether it can receive email
What kind of line 020 8719 0686 is
Who else gives the postcode KT2 6SR

Other names (2)

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

Kingswood Financial Planning Limited Former name: A name it was registered under before.
Kingswood Financial Former trading name: A name it used to trade under.

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.
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)

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
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: 10817804 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 June 2017 (9 years old)
Registered office: Station House Station Approach, East Horsley, Leatherhead, KT24 6QX, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Amyr Badim Rocha Lima	Director	Nov 1984	11 Sep 2023	2 other companies
Ian Robert Cooke	Director	Mar 1968	11 Sep 2023	26 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: 27
closed down: 9
are FCA-registered: 9

In the full report: all 27 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 9 on the FCA register, including one no longer authorised
The 1 company these 2 directors run together
All 3 people who have ever been directors, with their dates

Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Total equity

£252k

+77% from £142k

Cash at bank

£311k

+77% from £176k

Employees (average)

2

Same as 2

Owed within a year

£63.2k

+70% from £37.2k

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 to 2025
The chart, over every year
Every filed figure, year by year

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 10817804. 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

Strategic Wealth Partners’s history from the FCA register and Companies House, newest first.

Key events (10) All events (19)

2023

19 September 2023

Changed its registered name from "Kingswood Financial Planning Limited"

FCA register

11 September 2023

Board replaced: its only director left and 2 new directors took over
Diane Margaret Day stopped being a part-owner
Graham Colston Day stopped being a part-owner
Strategic Wealth Group Limited took control (75–100% of shares)

Companies House

2018

2 January 2018

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2017

14 June 2017

Incorporated at Companies House
Diane Margaret Day became a part-owner (25–50% of shares)
Graham Colston Day became a part-owner (25–50% of shares)

Companies House

In the full report: all 19 events

All 19 events in its history (10 shown here)
Every director appointment and resignation: 4

Firms connected to Strategic Wealth Partners

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

connected firms: 5
share a director: 3
share its postcode: 2

In the full report: all 5 connected firms, named

How each is linked: shared directors (3), the same postcode (2)
Who links each one: the named directors, with dates
6 past links through former directors

Firms like Strategic Wealth Partners

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

In the Kingston upon Thames (KT) postcode area

FIL Wealth Management LimitedTadworthAuthorised Acacia Financial Consultants LimitedAshteadAuthorised Agb & Associates LimitedChertseyAuthorised Anders Bayley Scott LtdCobhamAuthorised Anderson Sinclair & Co LLPLeatherheadAuthorised Aspen Financial Services LimitedKingston Upon ThamesAuthorised

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 Strategic Wealth Partners

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

27 other companies its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 19 events in its history
5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Strategic Wealth Partners Limited FCA authorised?

Yes, Strategic Wealth Partners Limited (FRN 784088) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Strategic Wealth Partners’ phone number and website?

The FCA register lists the phone number 020 8719 0686 and the website strategicwealthpartners.co.uk for Strategic Wealth Partners. If you were given different contact details, use these to check with the firm before going any further.

Is Strategic Wealth Partners a scam or clone?

Strategic Wealth Partners 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 Strategic Wealth Partners?

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 Strategic Wealth Partners to the Financial Ombudsman Service, free of charge.

Who owns Strategic Wealth Partners?

Strategic Wealth Partners is owned by Strategic Wealth Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 September 2023. Before that, it was controlled by Mrs Diane Margaret Day and Mr Graham Colston Day.

Who runs Strategic Wealth Partners?

Companies House lists 2 directors of Strategic Wealth Partners: Amyr Badim Rocha Lima and Ian Robert Cooke.

How long has Strategic Wealth Partners been in business?

The company was formed on 14 June 2017, and has held its current FCA authorisation since January 2018.

What do Strategic Wealth Partners’ latest accounts show?

Its latest accounts, to 30 June 2025, show total equity of £252k (+77% from £142k) and cash at bank of £311k (+77% from £176k).

Does Strategic Wealth Partners use any other names?

It has previously used 2 other names: Kingswood Financial Planning Limited and Kingswood Financial.