UK Independent. Sourced. Primary. · Est. 2024

East Anglian Wills & Estate Planning Limited | IFA Financial Advisers | Beccles | Est. 2020

East Anglian Wills & Estate Planning Limited is a ifa financial advisers registered in Beccles, established 2020. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › East Anglian Wills & Estate Planning Limited

IFA Financial Advisers UNCLAIMED LISTING

East Anglian Wills & Estate Planning Limited

IFA Financial Advisers · Beccles, Norwich · Est. 2020

6 years
Active Trading
Active
CH Status
12885880
Company No
2024
Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company nameEast Anglian Wills & Estate Planning Limited
Companies House number12885880 →
Company typePrivate Limited Company (Ltd)
Registered addressGlebe House Toad Row Henstead, NR34 7LG
City / RegionBeccles, Norwich
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About East Anglian Wills & Estate Planning Limited

Incorporated in 2020, East Anglian Wills & 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 21 of them in Norwich.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Beccles

Parklands Financial Advisers LtdBeccles · Est. 2015View →

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

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 East Anglian Wills & 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google