UK Independent. Sourced. Primary. · Est. 2024

Chris Page Estate Planning Limited | IFA Financial Advisers | Newport | Est. 2024

Chris Page Estate Planning Limited is a ifa financial advisers registered in Newport, established 2024. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Chris Page Estate Planning Limited

IFA Financial Advisers · Newport · Est. 2024

2 years
Active Trading
Active
CH Status
1,151
Monthly Views
4
Enquiries

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Company Registration Details

Registered company nameChris Page Estate Planning Limited
Companies House number15749176 →
Company typePrivate Limited Company (Ltd)
Registered address31 Cemaes Road, NP11 3GQ
City / RegionNewport
Date incorporated2024
Years trading2 years
CH statusActive
SpecialismRecorded activity: 70221
Index statusClaim this listing →

About Chris Page Estate Planning Limited

Incorporated in 2024, Chris Page Estate Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 20 ifa financial advisers listed in Newport on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
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 Newport

Ethical Digital LimitedNewport · Est. 2016View →
Hsj Accountants LtdNewport · Est. 2014View →
Hill & Co Financial Advisers LtdNewport · Est. 2016View →
Chapelwood Estate Planning LimitedNewport · Est. 2003View →

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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 Chris Page 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.

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