KW WEALTH PLANNING LIMITED
Company number 01265376 · Monitor this company
Executive summary
KW Wealth Planning Limited presents a conditional credit proposition due to insufficient financial data for full assessment, despite positive indicators including a 48-year trading history, strong governance structure with dedicated C-suite roles, and good filing compliance. The complex multi-layered ownership through Kingswood Holdings and associated entities raises intercompany dependency concerns that require clarification through group financial statements. Any credit decision should be deferred pending receipt of full audited accounts and mapping of the group's financial obligations and support arrangements.
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
- 2025-08-28
- Next due by
- 2026-09-11
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.
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 2,675 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.