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Crystal Wills And Estate Planning Ltd

IFA Financial Advisers · Birmingham · Est. 2020

6 years

Active Trading

Active

CH Status

12860832

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Crystal Wills And Estate Planning Ltd
Companies House number	12860832 →
Company type	Private Limited Company (Ltd)
Registered address	26 The Green, B38 8SD
City / Region	Birmingham
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Crystal Wills And Estate Planning Ltd

Incorporated in 2020, Crystal Wills And Estate Planning Ltd is an established firm with 6 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, 48 of them in Birmingham.

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.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

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 Birmingham

Staffordshire Financial Planning LimitedBirmingham · Est. 2016	View →
Whitebeam Independent Financial Advice Ltd.Birmingham · Est. 2012	View →
Financial Holdings (Midlands) LimitedBirmingham · Est. 2015	View →
Aspire Uk Tax Accountants LimitedBirmingham · Est. 2010	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Crystal Wills And 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 Wills And Estate Planning Ltd | IFA Financial Advisers | Birmingham | Est. 2020