UK Independent. Sourced. Primary. · Est. 2024

Good Wills & Estate Planning Limited | IFA Financial Advisers | Crawley | Est. 2015

Good Wills & Estate Planning Limited is a ifa financial advisers registered in Crawley, established 2015. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Good Wills & Estate Planning Limited

IFA Financial Advisers · Crawley, Redhill · Est. 2015

11 years
Active Trading
Active
CH Status
1,093
Monthly Views
10
Enquiries

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Company Registration Details

Registered company nameGood Wills & Estate Planning Limited
Companies House number09405170 →
Company typePrivate Limited Company (Ltd)
Registered addressSouth Point Church Road Lowfield Heath, RH11 0PR
City / RegionCrawley, Redhill
Date incorporated2015
Years trading11 years
CH statusActive
SpecialismRecorded activity: 69109
Index statusClaim this listing →

About Good Wills & Estate Planning Limited

Founded in 2015, Good Wills & Estate Planning Limited has been active for 11 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.

It is one of 13 ifa financial advisers listed in Redhill on this index of 1663 UK firms in the category.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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?
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?
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: 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 Good 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.

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