Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 24 January 2027
- Last conf. stmt
- 10 January 2026
Iwp Financial Planning Limited
- Incorporated
- 10 January 2001 (25 years)
- Previously known as
- Alexander Grace Limited (until 23 January 2024)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Group
- Region
- Greater London
- Address
- 101 Wigmore StreetLondonW1U 1QU
Charges
- Total
- 4
- Outstanding
- 4
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 22 February 2024
British
Born October 1972 (54)
Director · Appointed 22 February 2024
British
Born June 1971 (55)
Officer history (19 former)
30 September 2026
3 September 2026
24 August 2026
24 August 2026
24 August 2026
24 August 2026
10 February 2026
Resigned Hamilton, Iain Alexander as Secretary
30 January 2026
30 January 2026
30 January 2026
30 January 2026
30 January 2026
30 January 2026
Appointed Hamilton, Iain Alexander as Secretary
30 January 2026
30 January 2026
Resigned Roberts, Stephen John as Secretary
30 January 2026
30 April 2025
6 March 2025
3 October 2024
Appointed Roberts, Stephen John as Secretary
21 August 2024
22 February 2024
22 February 2024
22 February 2024
22 February 2024
31 January 2024
5 December 2022
13 January 2021
10 December 2019
10 December 2019
21 January 2012
Resigned Robinson, Neil Stenner as Director
6 April 2005
Appointed Robinson, Neil Stenner as Director
27 September 2001
27 September 2001
20 March 2001
20 March 2001
Resigned Padget, Jacqueline Fiona as Director
20 March 2001
10 January 2001
10 January 2001
10 January 2001
Appointed Padget, Jacqueline Fiona as Director
10 January 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 10 February 2026
Owns 75–100% of shares (as a firm)
Holds 75–100% of voting rights (as a firm)
Limited By Shares
Reg. no. 14763855
Former controllers (9)
10 February 2026
Ceased Iwp Advisory Group Limited — Has significant influence or control (as a firm)
15 November 2022
Ceased Ares Management UK Limited — Has significant influence or control
10 November 2020
Ceased Ares Management Limited — Has significant influence or control
10 November 2020
Ceased Baronsmead Venture Trust PLC — Has significant influence or control
10 November 2020
Ceased Baronsmead Second Venture Trust PLC — Has significant influence or control
10 November 2020
Ceased Gresham House (Nominees) Limited — Has significant influence or control
10 November 2020
Ceased Independent Wealth Planners UK Limited — Owns 75–100% of shares
29 July 2019
29 July 2019
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FS 2020 Limited Owns 75–100% of shares
Finance Shop Limited Owns 75–100% of shares
Innes Reid Investments Limited Owns 75–100% of shares
Iwp Financial Planning Limited This company Owns 75–100% of shares (as a firm)
Iwp Newco 1 Limited Owns 75–100% of shares
Loveday & Partners Limited Owns 75–100% of shares
Prism Financial Advice Limited Owns 75–100% of shares
Sound Financial Management Limited Owns 75–100% of shares
Titan Financial Planning Limited Owns 75–100% of shares
Titan Wealth Caerphilly Limited Owns 75–100% of shares
Titan Wealth Planning Ltd Owns 75–100% of shares
Wigmore Associates Wealth Management Ltd Owns 75–100% of shares
Workplace Advice Group Ltd Owns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 March 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £373,506
- down £432,826 (54%)
- Cash
- £404,619
- down £510,471 (56%)
- Employees
- 11
- down 4 (27%)
- Debt Ratio
- 25%
- Current Ratio
- 4.2x
Balance sheet detail
| 2020 | |
|---|---|
| Fixed Assets | £34,501 |
| Current Assets | £460,810 |
| Debtors | £56,191 |
| Cash | £404,619 |
| Creditors (< 1 year) | £110,466 |
| Net Current Assets | £350,344 |
| Net Assets | £373,506 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 September 2026 | Termination of appointment of a director | |||
| 25 August 2026 | Termination of appointment of a director | |||
| 25 August 2026 | Termination of appointment of a director | |||
| 25 August 2026 | Termination of appointment of a director | |||
| 25 August 2026 | Termination of appointment of a director |
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