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One2One Wills & Estate Planning Limited

IFA Financial Advisers · Cwmbran, Newport · Est. 2023

3 years

Active Trading

Active

CH Status

14778419

Company No

2025

Accounts to

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Company Registration Details

Registered company name	One2One Wills & Estate Planning Limited
Companies House number	14778419 →
Company type	Private Limited Company (Ltd)
Registered address	5-7 New Street, NP44 1EE
City / Region	Cwmbran, Newport
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About One2One Wills & Estate Planning Limited

Incorporated in 2023, One2One Wills & Estate Planning 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.

It is one of 20 ifa financial advisers listed in Newport 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. 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?

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?

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?

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?

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 Cwmbran

Elwyn & Mabel Estate Planning LtdCwmbran · Est. 2025	View →
Castra Estate Planning LimitedCwmbran · Est. 2021	View →

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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 One2One Wills & 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.

One2One Wills & Estate Planning Limited | IFA Financial Advisers | Cwmbran | Est. 2023