Financial Index › IFA Index › Claymore Estate Planning Limited
Claymore Estate Planning Limited
IFA Financial Advisers · Cardiff · Est. 2017
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Company Registration Details
| Registered company name | Claymore Estate Planning Limited |
| Companies House number | 10979831 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 13 Neptune Court Vanguard Way, CF24 5PJ |
| City / Region | Cardiff |
| Date incorporated | 2017 |
| Years trading | 9 years |
| CH status | Active |
| Specialism | Recorded activity: 70229 (management consultancy) |
| Index status | Claim this listing → |
About Claymore Estate Planning Limited
Incorporated in 2017, Claymore Estate Planning Limited is an established firm with 9 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.
It is one of 28 ifa financial advisers listed in Cardiff on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. 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
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Claymore 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.