UK Independent. Sourced. Primary. · Est. 2024

Hewson Estate Planning Ltd | IFA Financial Advisers | Dereham | Est. 2020

Hewson Estate Planning Ltd is a ifa financial advisers registered in Dereham, established 2020. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Hewson Estate Planning Ltd

IFA Financial Advisers · Dereham, Norwich · Est. 2020

6 years
Active Trading
Active
CH Status
12422503
Company No
2025
Accounts to

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Company Registration Details

Registered company nameHewson Estate Planning Ltd
Companies House number12422503 →
Company typePrivate Limited Company (Ltd)
Registered address52 Elmham Road, NR20 4BW
City / RegionDereham, Norwich
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Hewson Estate Planning Ltd

Incorporated in 2020, Hewson Estate Planning Ltd is an established firm with 6 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.

Norwich accounts for 21 of the 1663 ifa financial advisers tracked on this index.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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 Dereham

Norfolk Wills And Estate Planning LtdDereham · Est. 2016View →

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Hewson Estate Planning Ltd 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.

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