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Oakwood Estate Planning Limited

IFA Financial Advisers · Portsmouth · Est. 2017

9 years

Active Trading

Active

CH Status

1,163

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Company Registration Details

Registered company name	Oakwood Estate Planning Limited
Companies House number	10984342 →
Company type	Private Limited Company (Ltd)
Registered address	63 Castle Road Southsea, PO5 3AY
City / Region	Portsmouth
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Oakwood Estate Planning Limited

Incorporated in 2017, Oakwood Estate Planning Limited 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.

It is one of 16 ifa financial advisers listed in Portsmouth on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

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.

Other IFA Financial Advisers in Portsmouth

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Oakwood Estate Planning Limited or any firm listed. 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.

Oakwood Estate Planning Limited | IFA Financial Advisers | Portsmouth | Est. 2017