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IFA Financial Advisers UNCLAIMED LISTING

John Owens Estate Planning Services Limited

IFA Financial Advisers · Stourport-On-Severn, Dudley · Est. 2014

12 years

Active Trading

Active

CH Status

08979947

Company No

2025

Accounts to

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Company Registration Details

Registered company name	John Owens Estate Planning Services Limited
Companies House number	08979947 →
Company type	Private Limited Company (Ltd)
Registered address	Anglo House Worcester Road, DY13 9AW
City / Region	Stourport-On-Severn, Dudley
Date incorporated	2014
Years trading	12 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About John Owens Estate Planning Services Limited

Founded in 2014, John Owens Estate Planning Services Limited has been active for 12 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 15 of them in Dudley.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Charging structures vary, but all must be disclosed and agreed before advice is given.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

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?

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Stourport-On-Severn

Colwood Estate Planning Services LtdStourport-On-Severn · Est. 2015

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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 John Owens Estate Planning Services 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.

John Owens Estate Planning Services Limited | IFA Financial Advisers | Stourport-On-Severn | Est. 2014