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IFA Financial Advisers UNCLAIMED LISTING

Exchequer Wills & Estate Planning Limited

IFA Financial Advisers · Coventry · Est. 2021

5 years

Active Trading

Active

CH Status

13683556

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Exchequer Wills & Estate Planning Limited
Companies House number	13683556 →
Company type	Private Limited Company (Ltd)
Registered address	No. 3 Siskin Drive No. 3 Siskin Drive Middlemarch Business Park, CV3 4FJ
City / Region	Coventry
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Exchequer Wills & Estate Planning Limited

Incorporated in 2021, Exchequer Wills & Estate Planning Limited is an established firm with 5 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.

Coventry accounts for 27 of the 1663 ifa financial advisers tracked on this index.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

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.

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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 Exchequer Wills & 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.

Exchequer Wills & Estate Planning Limited | IFA Financial Advisers | Coventry | Est. 2021