Kapwealth Limited (“Kapwealth”), as an authorised person with a permission granted under Part 4A of the Financial Services and Markets Act 2000 (“the Act”), has applied to the Financial Conduct Authority (“the Authority”), to impose voluntary restrictions (VREQ) to limit carrying out regulated activities.

 For further details regarding this notice, please find a link to the FCA register; https://register.fca.org.uk/s/firm?id=001b000000NMj3tAAD 

Under these requirements, Kapwealth will continue to service existing clients’ portfolios that are held with Credo Wealth, but it will not take on any new clients in the interim.

With Kapwealth

Use professionals to help grow your investments.
With investment, your capital is at risk.

Why invest with Kapwealth?

Market Leading Platforms

Our providers include Interactive Brokers and Credo Group.

Clients First

We always put our clients and customers first in every decision we make.

Professionally Managed

Your money is managed by a team of experienced and qualified investment experts.

Whole of Market

Ability to trade thousands of Global Stocks, ETFs and Bonds from one place.

Our Process

People don’t always know exactly when or even why markets perform the way they do. Even the best investors make mistakes and anyone can be lucky. As the great investor Warren Buffet once said about investing, “Only when the tide goes out do you discover who’s been swimming naked.” We invest our clients’ money for the medium-term and long-term with the main focus on delivering good long-term performance.

Our Services

Execution Only Account

We provide a telephone dealing service for our execution-only clients. This is more suited to sophisticated or experienced investors.

Stocks and Shares ISA

We provide Investment ISA accounts and Junior ISA accounts. Choose your own investments or use our own Kapwealth Portfolios.

Portfolio Management

We offer a wide range of managed investment products that are tailored to different risk profiles and suitable for our clients.

Advisory Account

We offer advice on investments we feel are suitable and in accordance with the client’s overall risk profile, investment aspirations and investment goals.

Probate Valuations

We are able to provide expertise and assistance on all stages of the probate process. With our knowledge, we can often save firms hours of time.

Personal Pension (SIPP)

Access the market and take control of your pension. Make your own investment decisions or use our own Kapwealth Portfolios to help you diversify.

Kapwealth Limited is a limited company registered in England and Wales (Company Number: 08091367) and is authorised and regulated by the Financial Conduct Authority under FRN 590782.

Registered Office Address: 150 Minories, London, EC3N 1LS

Kapwealth Limited doesn’t hold any client funds and uses third-party custodian services. These services are authorised and regulated by the Financial Conduct Authority and are fully regulated to hold client money for the purpose of investment. This is in accordance with a regulatory requirement and not unique to Kapwealth’s service.

CFDs and trading spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. 78.01% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.