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IFA Financial Advisers UNCLAIMED LISTING

Crystal Clear Wills & Estate Planning Ltd

IFA Financial Advisers · Derby · Est. 2026

N/A

Active Trading

Active

CH Status

17040571

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Crystal Clear Wills & Estate Planning Ltd
Companies House number	17040571 →
Company type	Private Limited Company (Ltd)
Registered address	4 St Georges House, DE1 1UQ
City / Region	Derby
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Crystal Clear Wills & Estate Planning Ltd

Crystal Clear Wills & Estate Planning Ltd was incorporated in 2026 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 12 of them in Derby.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?

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?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

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?

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 Derby

Derbyshire Independent Financial Services LimitedDerby · Est. 2017	View →
Future Perfect Financial Planning (Uk) LimitedDerby · Est. 2004	View →
Blueprint Financial Services (Midlands) LimitedDerby · Est. 2011	View →
Accountancy & Advice For Small Businesses LimitedDerby · Est. 1993	View →

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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 Crystal Clear 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.

Crystal Clear Wills & Estate Planning Ltd | IFA Financial Advisers | Derby | Est. 2026