Financial Index › IFA Index › Croft Wills & Estate Planning Limited
Croft Wills & Estate Planning Limited
IFA Financial Advisers · Greenhithe, London · Est. 2018
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Company Registration Details
| Registered company name | Croft Wills & Estate Planning Limited |
| Companies House number | 11262259 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 10 Western Cross Close, DA9 9LT |
| City / Region | Greenhithe, London |
| Date incorporated | 2018 |
| Years trading | 8 years |
| CH status | Active |
| Specialism | Recorded activity: 69102 |
| Index status | Claim 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
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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.