Financial Index › IFA Index › Personal Wealth Matters (Estate Planning) Ltd
Personal Wealth Matters (Estate Planning) Ltd
IFA Financial Advisers · Southend-On-Sea, Southend · Est. 2025
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Company Registration Details
| Registered company name | Personal Wealth Matters (Estate Planning) Ltd |
| Companies House number | 16277104 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 25 Horseshoe Crescent, SS3 9WL |
| City / Region | Southend-On-Sea, Southend |
| Date incorporated | 2025 |
| Years trading | 1 year |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Personal Wealth Matters (Estate Planning) Ltd
Personal Wealth Matters (Estate Planning) Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.
It is one of 24 ifa financial advisers listed in Southend 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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Southend-On-Sea
| Dfs Financial Services LimitedSouthend-On-Sea · Est. 2003 | View → |
| Everything Taxi (Uk) LtdSouthend-On-Sea · Est. 2017 | View → |
| Mk Estate Planning LtdSouthend-On-Sea · Est. 2025 | 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 Personal Wealth Matters (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.