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Cavendish Estate Planning Ltd

IFA Financial Advisers · Sheffield · Est. 2021

5 years

Active Trading

Active

CH Status

1,015

Monthly Views

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Company Registration Details

Registered company name	Cavendish Estate Planning Ltd
Companies House number	13225195 →
Company type	Private Limited Company (Ltd)
Registered address	C/O Henry Bramall & Co Ltd Unit 8, Acorn Business Park Woodseats Close, S8 0TB
City / Region	Sheffield
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Cavendish Estate Planning Ltd

Incorporated in 2021, Cavendish Estate Planning Ltd 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 25 of them in Sheffield.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

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?

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?

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 Sheffield

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Cody Family Tree Trust And Estate Planning LtdSheffield · Est. 2018	View →
Optimum Wills & Estate Planning LimitedSheffield · Est. 2024	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 Cavendish Estate Planning Ltd 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.

Cavendish Estate Planning Ltd | IFA Financial Advisers | Sheffield | Est. 2021