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IFA Financial Advisers UNCLAIMED LISTING

Pjw Estate Planning Services Ltd

IFA Financial Advisers · Chorley, Preston · Est. 2025

1 year

Active Trading

Active

CH Status

16278704

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Pjw Estate Planning Services Ltd
Companies House number	16278704 →
Company type	Private Limited Company (Ltd)
Registered address	88a Fairview Drive, PR6 9ST
City / Region	Chorley, Preston
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Pjw Estate Planning Services Ltd

Pjw Estate Planning Services Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

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

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?

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?

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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Chorley

Perspective (North West) LimitedChorley · Est. 2003	View →
Park Lane Independent Financial Advisers LimitedChorley · Est. 2017	View →
Avon Financial Advisers LimitedChorley · Est. 2002	View →
Lifetime Financial Solutions (Uk) LtdChorley · Est. 2011	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 Pjw Estate Planning Services Ltd 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.

Pjw Estate Planning Services Ltd | IFA Financial Advisers | Chorley | Est. 2025