UK (FCA)
Authorised
MiFID
Authorised since December 2020
Last updated 11 February 2026

DW 2020 Limited
Investment and advice, Holistic financial planner
Location
Fifteen Rosehill, Montgomery Way, Carlisle, Cumbria, CA1 2RW
Summary
DW 2020 Limited is a Carlisle-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to investments and pensions.
Timeline
10 March 2022
Role appointment: SMF3 Executive Director (Mr Jonathan James Ridley)
21 December 2020
Permission update: Agreeing to carry on a regulated activity
11 December 2020
First authorised by the FCA
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
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