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IFA Financial Advisers UNCLAIMED LISTING

Coast 2 Coast Wills And Estate Planning Limited

IFA Financial Advisers · Bournemouth · Est. 2022

4 years

Active Trading

Active

CH Status

14398732

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Coast 2 Coast Wills And Estate Planning Limited
Companies House number	14398732 →
Company type	Private Limited Company (Ltd)
Registered address	898/902 Wimborne Road, BH9 2DW
City / Region	Bournemouth
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Coast 2 Coast Wills And Estate Planning Limited

Incorporated in 2022, Coast 2 Coast Wills And 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.

Bournemouth accounts for 16 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Probe the review process: what is assessed annually and what triggers advice between reviews.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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?

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?

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 Bournemouth

Ethical Estates LimitedBournemouth · Est. 2022	View →
Sandbourne Asset Management Ltd.Bournemouth · Est. 2015	View →
Lawson Stanley Estate Planning LtdBournemouth · Est. 2020	View →
Custodis Wills & Estate Planning LimitedBournemouth · Est. 2010	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 Coast 2 Coast Wills And 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.

Coast 2 Coast Wills And Estate Planning Limited | IFA Financial Advisers | Bournemouth | Est. 2022