IWP Financial Planning Limited
- Company number
- 04138186
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 10 Jan 2001
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Titan Advisory Holdings Limited (13 companies)
Registered office
Previous names
- Alexander Grace Limited (until 23 Jan 2024)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| EASTON, Alexander John Dominic | Director | 5 Dec 2022 | 30 Jan 2026 |
| COVENEY, Ken | Director | 30 Jan 2026 | 24 Aug 2026 |
| FEARON, Andrew Jason | Director | 30 Jan 2026 | 24 Aug 2026 |
| SHARP, Damian Paul | Director | 30 Jan 2026 | 24 Aug 2026 |
| PADGET, Neil Alan | Director | 20 Mar 2001 | 24 Aug 2026 |
| WILSON, Mark Ronald Archibald | Director | 30 Jan 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Robert David King | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 29 Jul 2019 |
| Mr Neil Alan Padget | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 29 Jul 2019 |
| Baronsmead Venture Trust Plc | Significant Influence Or Control | 10 Nov 2020 | 10 Nov 2020 |
| Gresham House (Nominees) Limited | Significant Influence Or Control | 10 Nov 2020 | 10 Nov 2020 |
| Baronsmead Second Venture Trust Plc | Significant Influence Or Control | 10 Nov 2020 | 10 Nov 2020 |
| Ares Management Limited | Significant Influence Or Control | 10 Nov 2020 | 10 Nov 2020 |
| Independent Wealth Planners Uk Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
29 Jul 2019 | 10 Nov 2020 |
| Ares Management Uk Limited | Significant Influence Or Control | 10 Nov 2020 | 15 Nov 2022 |
| Iwp Advisory Group Limited | Significant Influence Or Control As Firm | 31 Mar 2022 | 10 Feb 2026 |
| Titan Advisory Holdings Limited | Ownership Of Shares 75 To 100 Percent As Firm Voting Rights 75 To 100 Percent As Firm |
10 Feb 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | - | - | - |
| 31 Mar 2024 | - | - | - |
| 31 Mar 2023 | - | - | - |
| 31 Mar 2022 | - | - | - |
| 31 Mar 2021 | - | - | - |
| 31 Mar 2020 | £373,506 | £404,619 | 15 |
| 31 Mar 2019 | - | - | - |
| 31 Mar 2018 | - | - | - |
| 31 Mar 2017 | - | - | - |
| 31 Mar 2016 | - | - | - |
| 31 Mar 2015 | - | - | - |
| 31 Mar 2014 | - | - | - |
| 31 Mar 2013 | - | - | - |
| 31 Mar 2012 | - | - | - |
| 31 Mar 2011 | - | - | - |
| 31 Mar 2010 | - | - | - |
| 31 Mar 2009 | - | - | - |
| 31 Mar 2008 | - | - | - |
| 31 Mar 2007 | - | - | - |
| 31 Mar 2006 | - | - | - |
| 31 Mar 2005 | - | - | - |
| 31 Mar 2004 | - | - | - |
| 31 Mar 2003 | - | - | - |
| 31 Mar 2002 | - | - | - |
Connections
Owned by
IWP Financial Planning Limited → Titan Advisory Holdings Limited
Controls
- IWP Newco 1 Limited (15573914)
Directors’ other companies
- WILSON, Mark Ronald Archibald - Director at Prism Financial Advice Limited
- WILSON, Mark Ronald Archibald - Director at Titan Advisory Holdings Limited
- WILSON, Mark Ronald Archibald - Director at Titan Private Wealth Limited
- WILSON, Mark Ronald Archibald - Director at Titan Pensions & Investments Limited
- WILSON, Mark Ronald Archibald - Director at Titan Wealth Planning Ltd
Companies at the same address
- Ebor Court Management Limited (06294536)
- Frilmi Consulting Limited (11572397)
- Frilmi Investments LLP (OC434358)
- FS 2020 Limited (11173092)
- FS Wealth Management Ltd (09601512)
- Global Prime Partners Nominees Ltd (10083150)
- IWP Investment Management Limited (01812617)
- IWP Newco 1 Limited (15573914)
- Loveday & Partners Limited (08478415)
- Poten & Partners (UK) Ltd (01847620)