Financial Index › IFA Index › Josec Will And Estate Planning Limited
Josec Will And Estate Planning Limited
IFA Financial Advisers · London · Est. 2022
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Company Registration Details
| Registered company name | Josec Will And Estate Planning Limited |
| Companies House number | 14492001 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 10 Granary Road, E1 5DF |
| City / Region | London |
| Date incorporated | 2022 |
| Years trading | 4 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Josec Will And Estate Planning Limited
Incorporated in 2022, Josec Will And Estate Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
London accounts for 417 of the 1663 ifa financial advisers tracked on this index.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Josec Will And Estate Planning 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.