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IFA Financial Advisers UNCLAIMED LISTING

Lawson Stanley Estate Planning Ltd

IFA Financial Advisers · Bournemouth · Est. 2020

6 years

Active Trading

Active

CH Status

12409427

Company No

2021

Accounts to

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Company Registration Details

Registered company name	Lawson Stanley Estate Planning Ltd
Companies House number	12409427 →
Company type	Private Limited Company (Ltd)
Registered address	4 Water Tower View, BH6 3BU
City / Region	Bournemouth
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Lawson Stanley Estate Planning Ltd

Incorporated in 2020, Lawson Stanley Estate Planning Ltd is an established firm with 6 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, 16 of them in Bournemouth.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. 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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

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?

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.

Other IFA Financial Advisers in Bournemouth

Custodis Wills & Estate Planning LimitedBournemouth · Est. 2010	View →
Ethical Estates LimitedBournemouth · Est. 2022	View →
Coast 2 Coast Wills And Estate Planning LimitedBournemouth · Est. 2022	View →
Sandbourne Asset Management Ltd.Bournemouth · Est. 2015	View →

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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 Lawson Stanley 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.

Lawson Stanley Estate Planning Ltd | IFA Financial Advisers | Bournemouth | Est. 2020