Financial Index › IFA Index › I.W.C. Estate Planning & Management Limited
I.W.C. Estate Planning & Management Limited
IFA Financial Advisers · Croydon, London · Est. 2002
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Company Registration Details
| Registered company name | I.W.C. Estate Planning & Management Limited |
| Companies House number | 04532330 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Airport House Suite 43-45 Purley Way, CR0 0XZ |
| City / Region | Croydon, London |
| Date incorporated | 2002 |
| Years trading | 24 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About I.W.C. Estate Planning & Management Limited
Founded in 2002, I.W.C. Estate Planning & Management Limited has been active for 24 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 417 ifa financial advisers listed in London 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
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Croydon
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| Ringwood Accountants & Tax Advisers LimitedCroydon · Est. 2015 | View → |
| Croydon Business Association CicCroydon · Est. 2024 | View → |
| Great Tax Uk LtdCroydon · Est. 2022 | View → |
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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 I.W.C. Estate Planning & Management 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.