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

  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.

• 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

  Show 1 limitation Hide limitations

  • · 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.

• Timothy John Revill

  IRN TJR01120

  • CF2 Non Executive Director (30 Apr 2015 to 1 Dec 2015)
• Vincent Chukwufumnaya Oganwu

  IRN VCO01007

  • [FCA CF] Functions requiring qualifications (3 Feb 2020 to 23 Apr 2021)
  • [FCA CF] Client dealing (3 Feb 2020 to 23 Apr 2021)
• Vinoy Rajanah Nursiah

  IRN VRN01002

  • SMF3 Executive Director (20 Sep 2024 to 20 Feb 2025)
• Wasim Mehmood

  IRN WXM00156

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 3 Jan 2023)
  • [FCA CF] Client dealing (since 3 Jan 2023)
• Wayne Robert Lowe

  IRN WRL01017

  • [FCA CF] Functions requiring qualifications (21 Oct 2022 to 24 Oct 2025)
  • [FCA CF] Client dealing (21 Oct 2022 to 24 Oct 2025)
• Wayne Townsend

  IRN WXT00005

  • CF30 Customer (13 Dec 2012 to 23 Dec 2015)
• Wayne Tucker

  IRN WXT01080

  • 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 27 Jan 2025)
  • [FCA CF] Client dealing (since 27 Jan 2025)
• Wesley Mark Edmonson

  IRN WME01010

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 31 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 31 Jul 2023)
• William Dann

  IRN WED00003

  • [FCA CF] Functions requiring qualifications (10 Jun 2022 to 7 Aug 2024)
  • [FCA CF] Client dealing (10 Jun 2022 to 7 Aug 2024)
• William David Goodenough

  IRN WXG00095

  • [FCA CF] Functions requiring qualifications (9 May 2025 to 3 Jan 2026)
  • [FCA CF] Client dealing (9 May 2025 to 3 Jan 2026)

No changes recorded yet.