Financial Index › IFA Index › Kimbolton Wills & Estate Planning Ltd
Kimbolton Wills & Estate Planning Ltd
IFA Financial Advisers · Huntingdon, Rest of UK · Est. 2017
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Company Registration Details
| Registered company name | Kimbolton Wills & Estate Planning Ltd |
| Companies House number | 10709250 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 34 High Street, PE28 0HA |
| City / Region | Huntingdon, Rest of UK |
| Date incorporated | 2017 |
| Years trading | 9 years |
| CH status | Active |
| Specialism | Recorded activity: 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Kimbolton Wills & Estate Planning Ltd
Incorporated in 2017, Kimbolton Wills & Estate Planning Ltd is an established firm with 9 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
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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 Kimbolton Wills & 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.