Financial Index › IFA Index › Diamond Wills And Estate Planning Ltd
Diamond Wills And Estate Planning Ltd
IFA Financial Advisers · Newcastle, Stoke · Est. 2009
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Company Registration Details
| Registered company name | Diamond Wills And Estate Planning Ltd |
| Companies House number | 06802757 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 10 King Street Second Floor, ST5 1EL |
| City / Region | Newcastle, Stoke |
| Date incorporated | 2009 |
| Years trading | 17 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Diamond Wills And Estate Planning Ltd
Founded in 2009, Diamond Wills And Estate Planning Ltd has been active for 17 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, 13 of them in Stoke.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Newcastle
| Goodwood Inheritance Planning LimitedNewcastle · Est. 2012 | 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 Diamond Wills And Estate Planning Ltd 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.