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

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
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Key people

SMF16 Compliance Oversight

Mr Nathan Glaister

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mrs Heidi Marshall

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mrs Jeanette Brown

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Martin Stuart Ward

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Jonathan James Ridley

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Simon Joseph Kirkbride

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mrs Heidi Marshall

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Nathan Glaister

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Andrew Brodie Sims

email@company.com+44 20 0000 0000

Responsible for Insurance Distribution

Mr Nathan Glaister

email@company.com+44 20 0000 0000

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