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IFA Financial Advisers UNCLAIMED LISTING

Charterhouse Estate Planning & Investment Services Ltd

IFA Financial Advisers · Cardiff · Est. 2006

20 years

Active Trading

Active

CH Status

05922827

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Charterhouse Estate Planning & Investment Services Ltd
Companies House number	05922827 →
Company type	Private Limited Company (Ltd)
Registered address	20 Everest Walk, CF14 5AX
City / Region	Cardiff
Date incorporated	2006
Years trading	20 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Charterhouse Estate Planning & Investment Services Ltd

Founded in 2006, Charterhouse Estate Planning & Investment Services Ltd has been active for 20 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 28 of them in Cardiff.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra 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?

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Cardiff

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Inspire Tax & Estate Planning LlpCardiff · Est. 2013	View →
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Taylor Hire Services LimitedCardiff · Est. 2012	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 Charterhouse Estate Planning & Investment Services 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.

Charterhouse Estate Planning & Investment Services Ltd | IFA Financial Advisers | Cardiff | Est. 2006