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IFA Financial Advisers UNCLAIMED LISTING

Cornerstone Will & Estate Planning Limited

IFA Financial Advisers · Cardiff · Est. 2025

1 year

Active Trading

Active

CH Status

16300991

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Cornerstone Will & Estate Planning Limited
Companies House number	16300991 →
Company type	Private Limited Company (Ltd)
Registered address	Unit E, Copse Walk, Cardiff Gate Business Park, CF23 8RB
City / Region	Cardiff
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Cornerstone Will & Estate Planning Limited

Cornerstone Will & Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

Cardiff accounts for 28 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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.

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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 Cornerstone Will & 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.

Cornerstone Will & Estate Planning Limited | IFA Financial Advisers | Cardiff | Est. 2025