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Castra Estate Planning Limited

IFA Financial Advisers · Cwmbran, Newport · Est. 2021

5 years

Active Trading

Active

CH Status

13750799

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Castra Estate Planning Limited
Companies House number	13750799 →
Company type	Private Limited Company (Ltd)
Registered address	Office 18 Springboard Centre, NP44 3AW
City / Region	Cwmbran, Newport
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Castra Estate Planning Limited

Incorporated in 2021, Castra Estate Planning Limited is an established firm with 5 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 20 ifa financial advisers listed in Newport 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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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.

Other IFA Financial Advisers in Cwmbran

Elwyn & Mabel Estate Planning LtdCwmbran · Est. 2025	View →
One2One Wills & Estate Planning LimitedCwmbran · Est. 2023	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 Castra 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.

Castra Estate Planning Limited | IFA Financial Advisers | Cwmbran | Est. 2021