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Mw Estate Planning Limited

IFA Financial Advisers · Poole, Bournemouth · Est. 2015

11 years

Active Trading

Active

CH Status

1,123

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Company Registration Details

Registered company name	Mw Estate Planning Limited
Companies House number	09453223 →
Company type	Private Limited Company (Ltd)
Registered address	81 Bournemouth Road, BH14 0ER
City / Region	Poole, Bournemouth
Date incorporated	2015
Years trading	11 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Mw Estate Planning Limited

Founded in 2015, Mw Estate Planning Limited has been active for 11 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

Bournemouth accounts for 16 of the 1663 ifa financial advisers tracked on this index.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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

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.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

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: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Mw 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.

Mw Estate Planning Limited | IFA Financial Advisers | Poole | Est. 2015