Financial Index › IFA Index › Norfolk Wills And Estate Planning Ltd
Norfolk Wills And Estate Planning Ltd
IFA Financial Advisers · Dereham, Norwich · Est. 2016
📞 Contact Details
Phone, email and website shown on claimed listings. 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 name | Norfolk Wills And Estate Planning Ltd |
| Companies House number | 10090651 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Norfolk Wills And Estate Planning 1 Quebec Street First House, NR19 2DJ |
| City / Region | Dereham, Norwich |
| Date incorporated | 2016 |
| Years trading | 10 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Norfolk Wills And Estate Planning Ltd
Founded in 2016, Norfolk Wills And Estate Planning Ltd has been active for 10 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.
It is one of 21 ifa financial advisers listed in Norwich on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
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. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. 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
Other IFA Financial Advisers in Dereham
| Hewson Estate Planning LtdDereham · Est. 2020 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Norfolk Wills And 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.