UK Independent. Sourced. Primary. · Est. 2024

Kimbolton Wills & Estate Planning Ltd | IFA Financial Advisers | Huntingdon | Est. 2017

Kimbolton Wills & Estate Planning Ltd is a ifa financial advisers registered in Huntingdon, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Kimbolton Wills & Estate Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Kimbolton Wills & Estate Planning Ltd

IFA Financial Advisers · Huntingdon, Rest of UK · Est. 2017

9 years
Active Trading
Active
CH Status
1,011
Monthly Views
16
Enquiries

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company nameKimbolton Wills & Estate Planning Ltd
Companies House number10709250 →
Company typePrivate Limited Company (Ltd)
Registered address34 High Street, PE28 0HA
City / RegionHuntingdon, Rest of UK
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index statusClaim 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

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?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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.

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google