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Carleys Inheritance Services Limited

IFA Financial Advisers · Chatham, Maidstone · Est. 2009

17 years

Active Trading

Active

CH Status

1,052

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Company Registration Details

Registered company name	Carleys Inheritance Services Limited
Companies House number	06915505 →
Company type	Private Limited Company (Ltd)
Registered address	Second Floor South The Fitted Rigging House Anchor Wharf, The Historic Dockyard, ME4 4TZ
City / Region	Chatham, Maidstone
Date incorporated	2009
Years trading	17 years
CH status	Active
Specialism	Recorded activity: 82990 (other business support services)
Index status	Claim this listing →

About Carleys Inheritance Services Limited

Founded in 2009, Carleys Inheritance Services Limited has been active for 17 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 17 ifa financial advisers listed in Maidstone on this index of 1663 UK firms in the category.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

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

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Chatham

Osborne Weller Estate Planning LtdChatham · Est. 2018	View →
Ablestoke Financial Advisers LimitedChatham · Est. 2011	View →
Fingerprint Estate Planning LlpChatham · Est. 2016	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 Carleys Inheritance Services 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.

Carleys Inheritance Services Limited | IFA Financial Advisers | Chatham | Est. 2009