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IFA Financial Advisers UNCLAIMED LISTING

Osborne Weller Estate Planning Ltd

IFA Financial Advisers · Chatham, Maidstone · Est. 2018

8 years

Active Trading

Active

CH Status

11563154

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Osborne Weller Estate Planning Ltd
Companies House number	11563154 →
Company type	Private Limited Company (Ltd)
Registered address	2nd Floor, Maritime Place Quayside, ME4 4QZ
City / Region	Chatham, Maidstone
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Osborne Weller Estate Planning Ltd

Incorporated in 2018, Osborne Weller Estate Planning Ltd is an established firm with 8 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.

Maidstone accounts for 17 of the 1663 ifa financial advisers tracked on this index.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

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?

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Chatham

Fingerprint Estate Planning LlpChatham · Est. 2016	View →
Ablestoke Financial Advisers LimitedChatham · Est. 2011	View →
Carleys Inheritance Services LimitedChatham · Est. 2009	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 Osborne Weller 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.

Osborne Weller Estate Planning Ltd | IFA Financial Advisers | Chatham | Est. 2018