UK Independent. Sourced. Primary. · Est. 2024

Croft Wills & Estate Planning Limited | IFA Financial Advisers | Greenhithe | Est. 2018

Croft Wills & Estate Planning Limited is a ifa financial advisers registered in Greenhithe, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Croft Wills & Estate Planning Limited

IFA Financial Advisers · Greenhithe, London · Est. 2018

8 years
Active Trading
Active
CH Status
11262259
Company No
2025
Accounts to

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Company Registration Details

Registered company nameCroft Wills & Estate Planning Limited
Companies House number11262259 →
Company typePrivate Limited Company (Ltd)
Registered address10 Western Cross Close, DA9 9LT
City / RegionGreenhithe, London
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 69102
Index statusClaim this listing →

About Croft Wills & Estate Planning Limited

Incorporated in 2018, Croft Wills & Estate Planning Limited is an established firm with 8 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.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
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?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Croft Wills & 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.

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