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Curwins Financial & Mortgage Advisers Ltd

IFA Financial Advisers · Plymouth · Est. 2012

14 years

Active Trading

Active

CH Status

08214163

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Curwins Financial & Mortgage Advisers Ltd
Companies House number	08214163 →
Company type	Private Limited Company (Ltd)
Registered address	2 Houldsworth Rd, PL9 7PU
City / Region	Plymouth
Date incorporated	2012
Years trading	14 years
CH status	Active
Specialism	Recorded activity: 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Curwins Financial & Mortgage Advisers Ltd

Founded in 2012, Curwins Financial & Mortgage Advisers Ltd has been active for 14 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 9 ifa financial advisers listed in Plymouth on this index of 1663 UK firms in the category.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

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?

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.

Other IFA Financial Advisers in Plymouth

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Mewstone Wills And Estate Planning LtdPlymouth · Est. 2024	View →
Ethical Activities CicPlymouth · Est. 2022	View →
Personal Tax Services (Uk) LimitedPlymouth · Est. 2003	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 Curwins Financial & Mortgage Advisers 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.

Curwins Financial & Mortgage Advisers Ltd | IFA Financial Advisers | Plymouth | Est. 2012