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IFA Financial Advisers UNCLAIMED LISTING

Diamond Island Wills And Estate Planning Ltd

IFA Financial Advisers · Newport, Portsmouth · Est. 2023

3 years

Active Trading

Active

CH Status

15023745

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Diamond Island Wills And Estate Planning Ltd
Companies House number	15023745 →
Company type	Private Limited Company (Ltd)
Registered address	10 Pyle Street, PO30 1JW
City / Region	Newport, Portsmouth
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 65110, 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Diamond Island Wills And Estate Planning Ltd

Incorporated in 2023, Diamond Island Wills And Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

Portsmouth accounts for 16 of the 1663 ifa financial advisers tracked on this index.

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. 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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. 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?

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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 Newport

Ethical Digital LimitedNewport · Est. 2016	View →
Hsj Accountants LtdNewport · Est. 2014	View →
Financial Planning (Wales) LtdNewport · Est. 1998	View →
Hill & Co Financial Advisers LtdNewport · Est. 2016	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 Diamond Island 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.

Diamond Island Wills And Estate Planning Ltd | IFA Financial Advisers | Newport | Est. 2023