UK Independent. Sourced. Primary. · Est. 2024

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

Countrywide Wills & Estate Planning (Uttoxeter) 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 (Uttoxeter) Ltd

IFA Financial Advisers UNCLAIMED LISTING

Countrywide Wills & Estate Planning (Uttoxeter) Ltd

IFA Financial Advisers · Ruislip, London · Est. 2019

7 years
Active Trading
Active
CH Status
1,099
Monthly Views
10
Enquiries

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Company Registration Details

Registered company nameCountrywide Wills & Estate Planning (Uttoxeter) Ltd
Companies House number11823075 →
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 (Uttoxeter) Ltd

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

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
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 →
Countrywide Wills & Estate Planning (Stamford) 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 (Uttoxeter) 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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