W1M Wealth Planning LLP

Reference number: 529061

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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 w1m.com first appeared online, and whether it can receive email
  • What kind of line 0131 514 2770 is
  • Who else gives the postcode EH3 8EG
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Other names (3)

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

  • snapshot Trading name
  • Cornerstone Asset Management LLP Former name
  • Waverton Wealth Planning LLP 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.
  • 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
SO302894
Company status
Active
Company type
Limited liability partnership
Incorporated
1 July 2010 (16 years old)
Registered office
Exchange Tower, Canning Street, Edinburgh, EH3 8EG, Scotland

Directors and company secretaries

Name Role Born Appointed Other companies
W1M J2 LIMITED Corporate LLP member Not published 25 Jul 2011 None
W1M 140 LIMITED Corporate LLP designated member Not published 25 Jul 2011 None
W1M HOLDINGS LIMITED Corporate LLP designated member Not published 13 Sep 2021 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
  • All 13 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Small company accountsAudited

Cash at bank

£984k

+27% from £776k

Employees (average)

29

+3.6% from 28

Owed within a year

£755k

+36% from £556k

In the full report: all 5 years of accounts

  • Every year from 2019 to 2023
  • 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company SO302894. Figures are exactly as filed; nothing is estimated.

Key dates in its history

W1M Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (9) All events (25)

2025

27 May 2025

  • Changed its registered name from "Waverton Wealth Planning LLP"

FCA register

2021

20 September 2021

  • Changed its registered name from "Cornerstone Asset Management LLP"

FCA register

13 September 2021

  • Cornerstone Exchange No.2 LLP stopped being a part-owner
  • W1m Holdings Limited took control (75–100% of shares)

Companies House

2016

30 June 2016

  • Cornerstone Exchange No.2 LLP became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

3 February 2011

  • Became authorised by the FCA

FCA register

2010

1 July 2010

  • Incorporated at Companies House

Companies House

10 January 2010

  • Regulated by the Financial Services Authority from this date

FCA register

In the full report: all 25 events

  • All 25 events in its history (9 shown here)
  • Every director appointment and resignation: 12
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Firms connected to W1M Wealth Planning

Other FCA-listed firms that share a director, phone number or address with W1M Wealth Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like W1M Wealth Planning

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

In Edinburgh

4ways Financial Solutions LLPEdinburghAuthorised56 Wealth Management LimitedEdinburghAuthorisedA1 Financial Solutions LtdEdinburghAuthorisedAlpha Wealth LimitedEdinburghAuthorisedAlva Wealth LimitedEdinburghAuthorisedAspire Wealth Management LimitedEdinburghAuthorised

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 W1M Wealth Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 25 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is W1M Wealth Planning LLP FCA authorised?
Yes, W1M Wealth Planning LLP (FRN 529061) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is W1M Wealth Planning’s phone number and website?
The FCA register lists the phone number 0131 514 2770 and the website W1M.com for W1M Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is W1M Wealth Planning a scam or clone?
W1M 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 W1M 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 W1M Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns W1M Wealth Planning?
W1M Wealth Planning is owned by W1m Holdings Limited, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 13 September 2021. Before that, it was controlled by Cornerstone Exchange No.2 LLP.
Who runs W1M Wealth Planning?
Companies House lists 3 directors of W1M Wealth Planning: W1m J2 Limited, W1m 140 Limited and W1m Holdings Limited.
How long has W1M Wealth Planning been in business?
The company was formed on 1 July 2010, and has held its current FCA authorisation since February 2011.
What do W1M Wealth Planning’s latest accounts show?
Its latest accounts, to 31 December 2023, show cash at bank of £984k (+27% from £776k).
Does W1M Wealth Planning use any other names?
It trades as snapshot. It has previously used 2 other names: Cornerstone Asset Management LLP and Waverton Wealth Planning LLP.

Sources and links

The full report on W1M Wealth Planning LLP

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