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Feather Wills & Estate Planning Limited

IFA Financial Advisers · Cirencester, Gloucester · Est. 2019

7 years

Active Trading

Active

CH Status

1,167

Monthly Views

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Company Registration Details

Registered company name	Feather Wills & Estate Planning Limited
Companies House number	12121582 →
Company type	Private Limited Company (Ltd)
Registered address	West Barn London Road Poulton, GL7 5HN
City / Region	Cirencester, Gloucester
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Feather Wills & Estate Planning Limited

Incorporated in 2019, Feather Wills & Estate Planning Limited is an established firm with 7 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, 22 of them in Gloucester.

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

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. 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?

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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Cirencester

The Ethical Bookkeeper LtdCirencester · Est. 2022	View →
Uk Planning Studio LtdCirencester · Est. 2019	View →
Linden House Financial Services LimitedCirencester · Est. 1994	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 Feather 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.

Feather Wills & Estate Planning Limited | IFA Financial Advisers | Cirencester | Est. 2019