KW WEALTH PLANNING LIMITED
Company number 01265376 · Monitor this company
Executive summary
KW Wealth Planning Limited represents a mature, heritage IFA firm that has undergone full integration into the Kingswood Holdings consolidation platform, evidenced by its 2018 rebrand and complex multi-layered ownership structure. The firm operates in a sector experiencing significant M&A-driven consolidation, where scale advantages in compliance and technology are reshaping competitive dynamics. While its 48-year track record and London positioning provide credibility, the unusual dual influence of both Kingswood and Mattioli Woods, combined with integration risks from multiple rebrands, suggest a business navigating the complexities of sector consolidation rather than leading through organic differentiation.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1976-06-25
- Registered office
- 10-11 Austin Friars, London, England, EC2N 2HG
- Postcode
- EC2N 2HG
- Capital
- 8,217 GBP
- Accounts category
- Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2024-12-31
- Next due by
- 2027-02-28
- Financial year end
- 31 May
Confirmation statement
- Last statement dated
- 2026-08-28
- Next due by
- 2027-09-11
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 3 current · 37 resigned
Group structure
Controlled by MATTIOLI WOODS LIMITED — since 2025-10-01
Controlled by Kingswood Holdings Limited (00042316) — since 2016-04-06
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA021657 (Tier 2), registered since 2013.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| EUROPEAN FINANCIAL PLANNING LTD | 2018-06-26 |
| MATHEWS, SMITH (FINANCIAL CONSULTANTS) LIMITED | 2011-06-02 |
Previous registered addresses 6
| Address | Changed on |
|---|---|
| ELLENBOROUGH HOUSE WELLINGTON STREET, CHELTENHAM, GLOUCESTERSHIRE, GL50 1YD | 2018-06-25 |
| 98 QUEENS ROAD, BRIGHTON, EAST SUSSEX, BN1 3XF | 2012-12-10 |
| 139 WATLING STREET, GILLINGHAM, KENT, ME7 2YY | 2011-06-09 |
| 3-4 BOWER TERRACE, TONBRIDGE ROAD, MAIDSTONE, KENT ME16 8RY | 2003-10-16 |
| 1 BOWER MOUNT ROAD, LONDON ROAD, MAIDSTONE, KENT , ME16 8AX | 1992-08-27 |
| FALCON HOUSE, 73 COLLEGE ROAD, MAIDSTONE, KENT ME15 6RW | 1989-07-24 |
Among its peers
Among the oldest 25%
of 2,670 similar companies in EC, trading since 1976
The class of 1976
51%
of the 7,066 companies incorporated in 1976 are still active today; 41% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 3 titles
- Leasehold
- 3
- Most recent registration
- 2023-06-16
- Where
- County Durham (1), York (1), South Yorkshire (1)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| DU348462 | County Durham | Leasehold | 2023-06-16 | — |
| NYK419759 | York | Leasehold | 2023-06-16 | — |
| SYK675687 | South Yorkshire | Leasehold | 2020-04-09 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.