Financial Index › IFA Index › Colwood Estate Planning Services Ltd
Colwood Estate Planning Services Ltd
IFA Financial Advisers · Stourport-On-Severn, Dudley · Est. 2015
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Company Registration Details
| Registered company name | Colwood Estate Planning Services Ltd |
| Companies House number | 09789164 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 3 Bewdley Road, DY13 8XE |
| City / Region | Stourport-On-Severn, Dudley |
| Date incorporated | 2015 |
| Years trading | 11 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Colwood Estate Planning Services Ltd
Founded in 2015, Colwood Estate Planning Services Ltd has been active for 11 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, 15 of them in Dudley.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Stourport-On-Severn
| John Owens Estate Planning Services LimitedStourport-On-Severn · Est. 2014 | View → |
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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 Colwood Estate Planning 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.