Financial Index › IFA Index › Kw Uk Wealth Planning Holdco Limited

IFA Financial Advisers UNCLAIMED LISTING

Kw Uk Wealth Planning Holdco Limited

IFA Financial Advisers · London · Est. 2022

4 years

Active Trading

Open

CH Status

FC040902

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Kw Uk Wealth Planning Holdco Limited
Companies House number	BR026019 →
Company type	UK Establishment (Overseas Company)
Registered address	10-11 Austin Friars, EC2N 2HG
City / Region	London
Date incorporated	2022
Years trading	4 years
CH status	Open
Specialism	Recorded activity: Not recorded
Index status	Claim this listing →

About Kw Uk Wealth Planning Holdco Limited

Incorporated in 2022, Kw Uk Wealth Planning Holdco 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

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.

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

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?

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?

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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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 Kw Uk Wealth Planning Holdco 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.

Kw Uk Wealth Planning Holdco Limited | IFA Financial Advisers | London | Est. 2022