UK Independent. Sourced. Primary. · Est. 2024

Churchills Estate Planning Limited | IFA Financial Advisers | Middlesex | Est. 2003

Churchills Estate Planning Limited is a ifa financial advisers registered in Middlesex, established 2003. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Churchills Estate Planning Limited

IFA Financial Advisers · Middlesex, London · Est. 2003

23 years
Active Trading
Active
CH Status
1,050
Monthly Views
8
Enquiries

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Company Registration Details

Registered company nameChurchills Estate Planning Limited
Companies House number05003864 →
Company typePrivate Limited Company (Ltd)
Registered address16 Copse Wood Way, HA6 2UE
City / RegionMiddlesex, London
Date incorporated2003
Years trading23 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Churchills Estate Planning Limited

Founded in 2003, Churchills 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.

It is one of 417 ifa financial advisers listed in London 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

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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 Middlesex

Investment Funding Advisers LimitedMiddlesex · Est. 1991View →

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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 Churchills 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.

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