Financial Index › IFA Index › Parkmore Estate Planning Limited

IFA Financial Advisers UNCLAIMED LISTING

Parkmore Estate Planning Limited

IFA Financial Advisers · Cardiff · Est. 2018

8 years

Active Trading

Active

CH Status

1,041

Monthly Views

Enquiries

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? 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	Parkmore Estate Planning Limited
Companies House number	11384456 →
Company type	Private Limited Company (Ltd)
Registered address	Willcox House Dunleavy Drive, CF11 0SN
City / Region	Cardiff
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Parkmore Estate Planning Limited

Incorporated in 2018, Parkmore Estate Planning Limited 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.

It is one of 28 ifa financial advisers listed in Cardiff 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

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. 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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask to see a sample annual review pack before agreeing to ongoing charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Cardiff

Na Financial LtdCardiff · Est. 2026	View →
Acuity Real Estate Advisers LimitedCardiff · Est. 2019	View →
Inspire Tax & Estate Planning LlpCardiff · Est. 2013	View →
Penguin Tax Planning LimitedCardiff · Est. 2007	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

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

Parkmore Estate Planning Limited | IFA Financial Advisers | Cardiff | Est. 2018