Financial Index › IFA Index › Elwyn & Mabel Estate Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Elwyn & Mabel Estate Planning Ltd

IFA Financial Advisers · Cwmbran, Newport · Est. 2025

1 year

Active Trading

Active

CH Status

16560563

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Elwyn & Mabel Estate Planning Ltd
Companies House number	16560563 →
Company type	Private Limited Company (Ltd)
Registered address	Office 19 Springboard Innovation Centre, NP44 3AW
City / Region	Cwmbran, Newport
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Elwyn & Mabel Estate Planning Ltd

Elwyn & Mabel Estate Planning Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 20 ifa financial advisers listed in Newport 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

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 Cwmbran

Castra Estate Planning LimitedCwmbran · Est. 2021	View →
One2One Wills & Estate Planning LimitedCwmbran · Est. 2023	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 Elwyn & Mabel 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.

Elwyn & Mabel Estate Planning Ltd | IFA Financial Advisers | Cwmbran | Est. 2025