KW Wealth Planning Limited

• Principal Place of Business

  K W Wealth, 10-11 Austin Friars

  London

  Middlesex

  EC2N 2HG

  UNITED KINGDOM

  Phone

  +442072930730

  Web

  https://www.kingswood-group.com

• Complaints Contact

  K W Wealth, 10-11 Austin Friars

  London

  Middlesex

  EC2N 2HG

  UNITED KINGDOM

  Phone

  +442072930730

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Jonathan Fraser Massing

  IRN JXM01798

  • CF2 Non Executive Director (1 Aug 2017 to 7 Feb 2019)
• Jonathan Martin Beardsall

  IRN JMB00034

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 20 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 20 Mar 2025)
• Jonathon Philip Howard

  IRN JPH01183

  • [FCA CF] Client dealing (11 Jan 2021 to 11 Feb 2022)
  • [FCA CF] Functions requiring qualifications (11 Jan 2021 to 11 Feb 2022)
• Joseph Berry

  IRN JRB00003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jan 2022)
  • CF30 Customer (21 Feb 2019 to 8 Dec 2019)
• Joshua Michael Colmer-Tanner

  IRN JXC92188

  • [FCA CF] Functions requiring qualifications (21 Feb 2023 to 31 Jan 2025)
  • [FCA CF] Client dealing (21 Feb 2023 to 31 Jan 2025)
• Joshua Michael Gaffney

  IRN JXG00992

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 22 Dec 2025)
  • [FCA CF] Client dealing (since 22 Dec 2025)
• Joshua North

  IRN JXN17271

  • [FCA CF] Client dealing (3 Mar 2022 to 27 Sep 2024)
  • [FCA CF] Functions requiring qualifications (3 Mar 2022 to 27 Sep 2024)
• Julie Patricia Wilson

  IRN JXW00940

  • [FCA CF] Client dealing (31 Jul 2023 to 3 Sep 2024)
  • [FCA CF] Functions requiring qualifications (31 Jul 2023 to 3 Sep 2024)
• Julie Patricia Wilson

  IRN JPR01120

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 6 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 6 Mar 2024)
• Karen Fiona Robertson

  IRN KFR01018

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 19 Jun 2024)
  • [FCA CF] Client dealing (since 19 Jun 2024)

No changes recorded yet.