{"name":"KW WEALTH PLANNING LIMITED","company_number":"01265376","status":"Active","type":"Private Limited Company","incorporated":"1976-06-25","dissolved":null,"registered_office":"10-11 Austin Friars, London, England, EC2N 2HG","postcode":"EC2N 2HG","sic_codes":[{"code":64999,"description":"Financial intermediation not elsewhere classified"}],"principal_activity":null,"previous_names":[{"name":"EUROPEAN FINANCIAL PLANNING LTD","changed_on":"2018-06-26"},{"name":"MATHEWS, SMITH (FINANCIAL CONSULTANTS) LIMITED","changed_on":"2011-06-02"}],"warnings":[],"accounts":{"category":"Full","year_end":"31 May","last_made_up_to":"2024-12-31","next_due":"2027-02-28"},"employees":null,"financials":[],"officers":{"current":3,"resigned":37,"complete":true,"note":"Names and details of individual officers are on the People page (subscriber-only on this site) and free at Companies House."},"charges":{"total":0,"outstanding":0},"gazette_notices":[{"date":"2026-09-08","kind":"other"}],"insolvency_outcome":null,"ai_summary":"KW Wealth Planning Limited represents a mature, heritage IFA firm that has undergone full integration into the Kingswood Holdings consolidation platform, evidenced by its 2018 rebrand and complex multi-layered ownership structure. The firm operates in a sector experiencing significant M&A-driven consolidation, where scale advantages in compliance and technology are reshaping competitive dynamics. While its 48-year track record and London positioning provide credibility, the unusual dual influence of both Kingswood and Mattioli Woods, combined with integration risks from multiple rebrands, suggest a business navigating the complexities of sector consolidation rather than leading through organic differentiation.","website":null,"links":{"page":"https://www.companiesintheuk.co.uk/ltd/kw-wealth-planning","people":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/people","filing_history":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/filing-history","companies_house":"https://find-and-update.company-information.service.gov.uk/company/01265376","gazette":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/gazette","control":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/control","charges":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/charges","ai_analysis":"https://www.companiesintheuk.co.uk/company/kw-wealth-planning/analysis"},"source":"CompaniesInTheUK, from Companies House, The Gazette and other public registers (see /support/about). Cite as: CompaniesInTheUK, https://www.companiesintheuk.co.uk/ltd/kw-wealth-planning"}