UK Independent. Sourced. Primary. · Est. 2024

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

Countrywide Wills & Estate Planning (Stamford) 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.

Financial IndexIFA Index › Countrywide Wills & Estate Planning (Stamford) Ltd

IFA Financial Advisers UNCLAIMED LISTING

Countrywide Wills & Estate Planning (Stamford) Ltd

IFA Financial Advisers · Ruislip, London · Est. 2019

7 years
Active Trading
Active
CH Status
11823047
Company No
2026
Accounts to

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Company Registration Details

Registered company nameCountrywide Wills & Estate Planning (Stamford) Ltd
Companies House number11823047 →
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 (Stamford) Ltd

Incorporated in 2019, Countrywide Wills & Estate Planning (Stamford) 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.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

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. 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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
What qualifications should an IFA have?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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 Ruislip

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