Custodis Wills & Estate Planning Limited

IFA Financial Advisers · Bournemouth · Est. 2010

16 years

Active Trading

Active

CH Status

1,123

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Company Registration Details

Registered company name	Custodis Wills & Estate Planning Limited
Companies House number	07129022 →
Company type	Private Limited Company (Ltd)
Registered address	12 Taylor Drive Throop, BH8 0PZ
City / Region	Bournemouth
Date incorporated	2010
Years trading	16 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Custodis Wills & Estate Planning Limited

Founded in 2010, Custodis Wills & Estate Planning Limited has been active for 16 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 16 of them in Bournemouth.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Charging structures vary, but all must be disclosed and agreed before advice is given.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

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.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

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 Bournemouth

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Sandbourne Asset Management Ltd.Bournemouth · Est. 2015	View →
Coast 2 Coast Wills And Estate Planning LimitedBournemouth · Est. 2022	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 Custodis 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.

Custodis Wills & Estate Planning Limited | IFA Financial Advisers | Bournemouth | Est. 2010