KW WEALTH PLANNING LIMITED
Financial intermediation not elsewhere classified
KW WEALTH PLANNING LIMITED
Financial intermediation not elsewhere classified
AI Analysis
AI Analysis
Analyze director networks, ownership patterns, and company connections
Sign in to access AI-powered company analysis
Sign InCompanyTrack AI can make mistakes. Check important info.
Contact & Details
Contact
Update DetailsRegistered Address
10-11 Austin Friars London EC2N 2HG England
Office (Lincoln)
2 Greetwell Pl, Lime Kiln Way, Lincoln LN2 4US
Telephone
0207 293 0730Website
kingswood-group.comCredit Report
Discover KW WEALTH PLANNING LIMITED's Credit Score, limit, and payment likelihood.
Mutual Companies
Financials
Financials
Net Assets, Total Assets & Total Liabilities (2013–2024)
Cash in Bank
£1.63M
Net Assets
£31.69M
Total Liabilities
£16.35M
Turnover
£28.69M
Employees
241
Debt Ratio
34%
Financial History
Revenue, profit, EBITDA and key financial figures
2024 Dec Year End | 2023 Dec Year End | |
|---|---|---|
| P&L | ||
| Revenue | ||
| Gross Profit | ||
| Operating Profit | ||
| Net Profit | ||
| EBITDA | ||
| Assets | ||
| Cash | ||
| Total Assets | ||
| Liabilities | ||
| Total Liabilities | ||
| Key Metrics | ||
| Employees | ||
Unlock 12 years of financial data
Sign up to view revenue, profit, assets and more
Funding
Fundraising & Grants
No fundraising or grants recorded
Investors (0)
No investor information available
Officers
Officers
| Status | ||
|---|---|---|
| Paul Alan Hammick | Director | Active |
| Peter Brian Coleman | Director | Active |
Persons with Significant Control
Persons with Significant Control (1)
Mattioli Woods Limited
United Kingdom
- Significant Influence Or Control
Kw Uk Wealth Planning Holdco Limited
Ceased 14 Nov 2024
Kingswood Holdings Limited
Ceased 1 Oct 2025
Kingswood Holdings Limited
Ceased 27 Oct 2022
Kw Uk Financial Holdings Limited
Ceased 27 Oct 2022
Kw Uk Bidco Limited
Ceased 20 Dec 2022
Group Structure
Group Structure
Charges
Charges
Documents
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 8 Oct 2025 | Persons With Significant Control | Mattioli Woods Limited notified as a person with significant control | View(2 pages) |
| 8 Oct 2025 | Persons With Significant Control | Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01 | View(1 page) |
| 22 Sept 2025 | Accounts | Annual accounts made up to 2024-12-31 | View(96 pages) |
| 29 Aug 2025 | Confirmation Statement | Confirmation statement made on 2025-08-28 with no updates | View(3 pages) |
| 17 Mar 2025 | Miscellaneous | Information not on the register The material was formerly considered to form part of the register but is no longer considered by the registrar to do so. | View |
Mattioli Woods Limited notified as a person with significant control
Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01
Confirmation statement made on 2025-08-28 with no updates
Information not on the register The material was formerly considered to form part of the register but is no longer considered by the registrar to do so.
Recent Activity
Latest Activity
Mattioli Woods Limited notified as a person with significant control
4 months ago on 8 Oct 2025
Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01
4 months ago on 8 Oct 2025
Annual accounts made up to 2024-12-31
4 months ago on 22 Sept 2025
Confirmation statement made on 2025-08-28 with no updates
5 months ago on 29 Aug 2025
Information not on the register The material was formerly considered to form part of the register but is no longer considered by the registrar to do so.
11 months ago on 17 Mar 2025