Cartes Estate Planning T/A Ewyllysda / Goodwill Limited

IFA Financial Advisers · Dyffryn Ardudwy, North Wales · Est. 2020

6 years

Active Trading

Active

CH Status

1,115

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Company Registration Details

Registered company name	Cartes Estate Planning T/A Ewyllysda / Goodwill Limited
Companies House number	13073381 →
Company type	Private Limited Company (Ltd)
Registered address	Pencoed Main Road, LL44 2BH
City / Region	Dyffryn Ardudwy, North Wales
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 66110, 69109
Index status	Claim this listing →

About Cartes Estate Planning T/A Ewyllysda / Goodwill Limited

Incorporated in 2020, Cartes Estate Planning T/A Ewyllysda / Goodwill Limited is an established firm with 6 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 4 ifa financial advisers listed in Wales on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

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

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

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

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Cartes Estate Planning T/A Ewyllysda / Goodwill 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.

Cartes Estate Planning T/A Ewyllysda / Goodwill Limited | IFA Financial Advisers | Dyffryn Ardudwy | Est. 2020