UK Independent. Sourced. Primary. · Est. 2024

Countrywide Wills & Estate Planning Ltd | IFA Financial Advisers | Ruislip | Est. 2019

Countrywide Wills & Estate Planning Ltd is a ifa financial advisers registered in Ruislip, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Countrywide Wills & Estate Planning Ltd

IFA Financial Advisers · Ruislip, London · Est. 2019

7 years
Active Trading
Active
CH Status
1,113
Monthly Views
15
Enquiries

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Company Registration Details

Registered company nameCountrywide Wills & Estate Planning Ltd
Companies House number11823106 →
Company typePrivate Limited Company (Ltd)
Registered address2nd Floor College House, HA4 7AE
City / RegionRuislip, London
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Countrywide Wills & Estate Planning Ltd

Incorporated in 2019, Countrywide Wills & Estate Planning Ltd is an established firm with 7 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

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

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Ruislip

Countrywide Wills & Estate Planning (Stamford) LtdRuislip · Est. 2019View →
Countrywide Wills & Estate Planning (Uttoxeter) LtdRuislip · Est. 2019View →

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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 Countrywide Wills & Estate Planning 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.

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