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Jigsaw Financial Estate Planning Ltd

IFA Financial Advisers · Cheadle, Stockport · Est. 2020

6 years

Active Trading

Active

CH Status

12383284

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Jigsaw Financial Estate Planning Ltd
Companies House number	12383284 →
Company type	Private Limited Company (Ltd)
Registered address	Suite 2f 2 Sovereign House, SK8 2EA
City / Region	Cheadle, Stockport
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Jigsaw Financial Estate Planning Ltd

Incorporated in 2020, Jigsaw Financial 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.

It is one of 21 ifa financial advisers listed in Stockport 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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

What happens if I receive bad financial advice from an IFA?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Cheadle

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Cheshire Financial Advice LimitedCheadle · Est. 2019	View →
Cheshire Financial Planning LimitedCheadle · Est. 2014	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Jigsaw Financial 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.

Jigsaw Financial Estate Planning Ltd | IFA Financial Advisers | Cheadle | Est. 2020