KW WEALTH PLANNING LIMITED

Active London

Financial intermediation not elsewhere classified

241 employees website.com
Financial intermediation not elsewhere classified
K

KW WEALTH PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 25 Jun 1976 Active London, England 241 employees website.com
Financial intermediation not elsewhere classified

Previous Company Names

EUROPEAN FINANCIAL PLANNING LTD 2 Jun 2011 — 26 Jun 2018
MATHEWS, SMITH (FINANCIAL CONSULTANTS) LIMITED 25 Jun 1976 — 2 Jun 2011
Accounts Submitted 19 Dec 2025 Next due 28 Feb 2027 10 months remaining
Confirmation Submitted 29 Aug 2025 Next due 11 Sept 2026 4 months remaining
Net assets £32M £12M 2024 year on year
Total assets £48M £25M 2024 year on year
Total Liabilities £16M £12M 2024 year on year
Charges 4
4 satisfied

Contact & Details

Contact

Registered Address

10-11 Austin Friars London EC2N 2HG England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for KW WEALTH PLANNING LIMITED (01265376), an active company based in London, England. Incorporated 25 Jun 1976. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Balance Sheet & P&L (2013–2024)

Cash in Bank

£1.63M

Increased by £598.14k (+58%)

Net Assets

£31.69M

Increased by £12.23M (+63%)

Total Liabilities

£16.35M

Increased by £12.50M (+324%)

Turnover

£28.69M

Increased by £8.74M (+44%)

Employees

241

Increased by 21 (+10%)

Debt Ratio

34%

Increased by 17 (+100%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2022
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

6 Allotments 177 Shares £91.05m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
2 Mar 20201£2.00m£2.00m
1 Oct 20191£7.00m£7.00m
25 Jun 201590£81.00m£900k
31 Dec 201370£700k£10k
1 Jan 201310£100k£10k

Officers

Officers

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (2)

Kingswood Holdings Limited
100.0%
8,216
Kingswood Holdings Limited
0.0%
1

Persons with Significant Control

Persons with Significant Control (2)

2 Active 4 Ceased

Kingswood Holdings Limited

British Channel Islands

Active
Notified 14 Nov 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Mattioli Woods Limited

Unknown

Active
Notified 1 Oct 2025
Nature of Control
  • Significant Influence Or Control

Kw Uk Wealth Planning Holdco Limited

Ceased 14 Nov 2024

Ceased

Kw Uk Financial Holdings Limited

Ceased 27 Oct 2022

Ceased

Kingswood Holdings Limited

Ceased 27 Oct 2022

Ceased

Kw Uk Bidco Limited

Ceased 20 Dec 2022

Ceased

Group Structure

Group Structure

KW WEALTH PLANNING LIMITED Current Company

Charges

Charges

4 satisfied

Properties

Properties

3 leasehold 3 total
AddressTenurePrice PaidDate Added
Unit 12, Parsons Court, Welbury Way, Aycliffe Business Park, Newton Aycliffe (DL5 6ZE) COUNTY DURHAM
Leasehold-16 Jun 2023
1 Holly Tree House, Harwood Road, Northminster Business Park, Upper Poppleton, York (YO26 6QU) YORK
Leasehold-16 Jun 2023
Third Floor, 40 Little London Road, Sheffield (S8 0TW) SHEFFIELD
Leasehold-9 Apr 2020
Unit 12, Parsons Court, Welbury Way, Aycliffe Business Park, Newton Aycliffe (DL5 6ZE)
Leasehold
Added 16 Jun 2023
District COUNTY DURHAM
1 Holly Tree House, Harwood Road, Northminster Business Park, Upper Poppleton, York (YO26 6QU)
Leasehold
Added 16 Jun 2023
District YORK
Third Floor, 40 Little London Road, Sheffield (S8 0TW)
Leasehold
Added 9 Apr 2020
District SHEFFIELD

Documents

Company Filings

DateCategoryDescriptionDocument
19 Dec 2025AccountsAnnual accounts made up to 2025-12-31
8 Oct 2025Persons With Significant ControlMattioli Woods Limited notified as a person with significant control
8 Oct 2025Persons With Significant ControlCessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01
22 Sept 2025AccountsAnnual accounts made up to 2024-12-31
29 Aug 2025Confirmation StatementConfirmation statement made on 2025-08-28 with no updates
19 Dec 2025 Accounts

Annual accounts made up to 2025-12-31

8 Oct 2025 Persons With Significant Control

Mattioli Woods Limited notified as a person with significant control

8 Oct 2025 Persons With Significant Control

Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01

22 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

29 Aug 2025 Confirmation Statement

Confirmation statement made on 2025-08-28 with no updates

Recent Activity

Latest Activity

Annual accounts made up to 2025-12-31

4 months ago on 19 Dec 2025

Mattioli Woods Limited notified as a person with significant control

6 months ago on 8 Oct 2025

Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01

6 months ago on 8 Oct 2025

Annual accounts made up to 2024-12-31

7 months ago on 22 Sept 2025

Confirmation statement made on 2025-08-28 with no updates

7 months ago on 29 Aug 2025