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About KW Wealth

Here are a few things you may like to know about us:

  • We are a firm of financial advisors and wealth managers.
  • We look after about £1,800,000,000 of our clients' money.
  • We produce over 500 client Wealth Plans each year.
  • We provide advice on a wide range of issues: Investments; pensions; life assurance and many others.
  • Our clients range from private individuals to some of the UK's largest universities and institutions.
  • We focus on protecting the long term value of wealth.
  • We manage growth whilst carefully protecting againt risk.
  • We were founded in 2011 and are a team of 70 people.
  • We are a member of the London Stock Exchange.
  • We're a UK listed company and many of us hold shares in the firm.
  • We're authorised and regulated by the Financial Conduct Authority

We have offices in London, Manchester, Cheltenham, Maidstone, Brighton and Worcester. We also have clients in South Africa, and an office in Johannesburg.

The information on this page was last updated on 17 October 2018.

The information on this website is being disclosed for the purposes of AIM Rule 26 of the AIM Rules for Companies.

As an AIM traded company incorporated in Guernsey, KW Wealth is subject to the UK City Code on Takeovers and Mergers legislation.

Incorporated on 15 September 2004 with Company Registered Number 42316, Kingswood Holdings Limited was originally admitted to AIM on the 24 February 2005 under the name of Equity Pre-IPO Investments Limited and changed its name to European Wealth Group on 8 January 2013. The main country of operation is the United Kingdom.

On 6 May 2014, Kingswood Holdings Limited completed the reverse takeover of KW Wealth and became a holding company.

To view Announcements, Admission Document, Annual and Interim Reports and Articles of Association click HERE

Treasury Shares

There are no Treasury Shares.

Number of securities in issue

Kingswood Holdings Limited had 154,870,667 Ordinary Shares of 5p each in issue as at 17 October 2018.

Percentage of AIM securities not in public hands

As at 17 October 2018, the percentage of Ordinary Shares not in public hands is 46.5%.

Rights of shareholders

Kingswood Holdings Limited is incorporated in Guernsey and accordingly, the rights of shareholders may be different from the rights of shareholders in a UK incorporated company. The rights, including voting rights attaching to the ordinary shares of Kingswood Holdings Limited are set out in the Company’s Admission Document dated 16 April 2014. View the Rights of Shareholders HERE

Restrictions on the transfer of securities

There are no restrictions on the transfer of Kingswood Holdings Limited securities.

Other than AIM, Kingswood Holdings Limited does not trade on any other exchanges or trading platforms.

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.