Financial Index › IFA Index › Goodwood Inheritance Planning Limited
Goodwood Inheritance Planning Limited
IFA Financial Advisers · Newcastle, Stoke · Est. 2012
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Company Registration Details
| Registered company name | Goodwood Inheritance Planning Limited |
| Companies House number | 08180010 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Ebenezer House Ryecroft, ST5 2BE |
| City / Region | Newcastle, Stoke |
| Date incorporated | 2012 |
| Years trading | 14 years |
| CH status | Active |
| Specialism | Recorded activity: 84110 |
| Index status | Claim 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
Other IFA Financial Advisers in Newcastle
| Diamond Wills And Estate Planning LtdNewcastle · Est. 2009 | View → |
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