UK Independent. Sourced. Primary. · Est. 2024

Goodwood Inheritance Planning Limited | IFA Financial Advisers | Newcastle | Est. 2012

Goodwood Inheritance Planning Limited is a ifa financial advisers registered in Newcastle, established 2012. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Goodwood Inheritance Planning Limited

IFA Financial Advisers · Newcastle, Stoke · Est. 2012

14 years
Active Trading
Active
CH Status
08180010
Company No
2025
Accounts to

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Company Registration Details

Registered company nameGoodwood Inheritance Planning Limited
Companies House number08180010 →
Company typePrivate Limited Company (Ltd)
Registered addressEbenezer House Ryecroft, ST5 2BE
City / RegionNewcastle, Stoke
Date incorporated2012
Years trading14 years
CH statusActive
SpecialismRecorded activity: 84110
Index statusClaim this listing →

About Goodwood Inheritance Planning Limited

Founded in 2012, Goodwood Inheritance Planning Limited has been active for 14 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 Stoke on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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 to see a sample annual review pack before agreeing to ongoing charges.

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?
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?
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?
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 Newcastle

Diamond Wills And Estate Planning LtdNewcastle · Est. 2009View →

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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 Goodwood Inheritance 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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