Financial Index › IFA Index › Chapelwood Estate Planning Limited
Chapelwood Estate Planning Limited
IFA Financial Advisers · Newport · Est. 2003
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Company Registration Details
| Registered company name | Chapelwood Estate Planning Limited |
| Companies House number | 04632280 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Cordes House Factory Road, NP20 5FA |
| City / Region | Newport |
| Date incorporated | 2003 |
| Years trading | 23 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Chapelwood Estate Planning Limited
Founded in 2003, Chapelwood Estate Planning Limited has been active for 23 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.
Newport accounts for 20 of the 1663 ifa financial advisers tracked on this index.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Newport
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| Diamond Island Wills And Estate Planning LtdNewport · Est. 2023 | View → |
| Hsj Accountants LtdNewport · Est. 2014 | View → |
| Ae Estate Planning LimitedNewport · Est. 2022 | View → |
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Chapelwood Estate Planning Limited or any firm listed. 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.