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Davies Estate Planning Limited

IFA Financial Advisers · Maidenhead, Rest of UK · Est. 2020

6 years

Active Trading

Active

CH Status

1,072

Monthly Views

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Company Registration Details

Registered company name	Davies Estate Planning Limited
Companies House number	12405999 →
Company type	Private Limited Company (Ltd)
Registered address	C/O Craufurd Hale Group Ground Floor, Arena Court Crown Lane, SL6 8QZ
City / Region	Maidenhead, Rest of UK
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Davies Estate Planning Limited

Incorporated in 2020, Davies Estate Planning Limited 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.

It is one of 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

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?

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?

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?

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 Maidenhead

Informed Independent Financial Advisers LtdMaidenhead · Est. 2011	View →
Old Bray Estate Planning LtdMaidenhead · Est. 2012	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 Davies 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.

Davies Estate Planning Limited | IFA Financial Advisers | Maidenhead | Est. 2020