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KW Wealth Planning Limited

aka Kingswood Institutional, Kingswood Group, Kingswood, KW Wealth Planning Limited

Authorised FRN 114694

About

At Kingswood our goal is to give our clients the confidence to help build their ideal financial future. Get in touch today.

Source: kingswood-group.com

Contact & Location

Address
13 Austin Friars, London EC2N 2HE, UK
More advisers in City of London
Opening Hours
Monday9:00 AM – 5:30 PM
Tuesday9:00 AM – 5:30 PM
Wednesday9:00 AM – 5:30 PM
Thursday9:00 AM – 5:30 PM
Friday9:00 AM – 5:30 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
1 December 2001
Years Authorised
24 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (16)
Show all permissions
  • Acting as a CBTL arranger
  • Acting as a CBTL advisor
  • CBTL Status
  • CBTL Effective Date
  • Agreeing to carry on a regulated activity
  • Acting as a CBTL Arranger
  • Acting as a CBTL Advisor
  • Advising on Pension Transfers and Pension Opt Outs
  • Debt-counselling
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Arranging (bringing about) regulated mortgage contracts
  • Advising on regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
01265376
Company Status
Active
Incorporation Date
25 June 1976
Directors
2
Accounts Category
Full
Last Accounts Filed
31 December 2024
SIC Codes
64999

Team (20)

  • Paul Hammick

    Approved
  • Mounia Mukina

    Approved
  • Peter Brian Coleman

    Approved
  • Andrew David Barker

    Approved
  • Dominique Karen Vinecombe

    Certified
  • Claire Stockwell

    Certified
  • Lee Smythe

    Certified
  • Michael Greville Biggin

    Certified
  • Samantha Louise Creeden

    Certified
  • Alastair Simon Raine

    Certified
  • Christopher John Woodhams

    Certified
  • Peter Cooper

    Certified
  • Michael Robinson

    Certified
  • Stephen Hudson

    Certified
  • Andrew Robert Weston

    Certified
  • Daniel Robins

    Certified
  • Richard Michael Bell

    Certified
  • Wasim Mehmood

    Certified
  • Deana Elizabeth Lee

    Certified
  • Miles Jonathan Burr

    Certified

Quick Facts

  • London, London
  • 24 years FCA-authorised
  • 20 registered individuals
  • 4 specialisms
  • 16 FCA permissions
  • CH 01265376

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.