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IFA Financial Advisers UNCLAIMED LISTING

Blackwood Estate Planning Limited

IFA Financial Advisers · Sutton Coldfield, Birmingham · Est. 2023

3 years

Active Trading

Active

CH Status

14965587

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Blackwood Estate Planning Limited
Companies House number	14965587 →
Company type	Private Limited Company (Ltd)
Registered address	83 Blackwood Road Streetly, B74 3PW
City / Region	Sutton Coldfield, Birmingham
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Blackwood Estate Planning Limited

Incorporated in 2023, Blackwood Estate Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Sutton Coldfield

G&B Associates Independent Financial Advisers LlpSutton Coldfield · Est. 2019	View →
Jordan Estate Planning LimitedSutton Coldfield · Est. 2002	View →
Cleaver Cook Consultancy LimitedSutton Coldfield · Est. 2007	View →
Capital Estate Planning LimitedSutton Coldfield · Est. 2001	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Blackwood Estate Planning Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

Blackwood Estate Planning Limited | IFA Financial Advisers | Sutton Coldfield | Est. 2023