Financial Index › IFA Index › Cwf Estate Planning Limited
Cwf Estate Planning Limited
IFA Financial Advisers · Northampton · Est. 2014
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Company Registration Details
| Registered company name | Cwf Estate Planning Limited |
| Companies House number | 09359282 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Unit 29 Northampton Road, NN7 3DW |
| City / Region | Northampton |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Cwf Estate Planning Limited
Founded in 2014, Cwf Estate Planning Limited has been active for 12 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.
Northampton accounts for 25 of the 1663 ifa financial advisers tracked on this index.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Northampton
| Rafter Wills & Estate Planning LtdNorthampton · Est. 2012 | View → |
| Abington Estate Planning Services Ltd.Northampton · Est. 2003 | View → |
| Angela Jane Will Writing & Estate Planning LtdNorthampton · Est. 2017 | View → |
| Ml Trust & Estate Planning Company LlpNorthampton · Est. 2010 | View → |
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Cwf Estate Planning Limited or any firm listed. 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.