UK Independent. Sourced. Primary. · Est. 2024

Quantum Wills And Estate Planning Ltd | IFA Financial Advisers | Hertfordshire | Est. 2018

Quantum Wills And Estate Planning Ltd is a ifa financial advisers registered in Hertfordshire, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Quantum Wills And Estate Planning Ltd

IFA Financial Advisers · Hertfordshire, Rest of UK · Est. 2018

8 years
Active Trading
Active
CH Status
11671275
Company No
2024
Accounts to

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Company Registration Details

Registered company nameQuantum Wills And Estate Planning Ltd
Companies House number11671275 →
Company typePrivate Limited Company (Ltd)
Registered addressC/O Quantum Uk Business Solutions Ltd, The Imex Building 575-599 Maxted Road,Hemel Hempstead, HP2 7DX
City / RegionHertfordshire, Rest of UK
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Quantum Wills And Estate Planning Ltd

Incorporated in 2018, Quantum Wills And 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.

Register checks matter most here: statutory protections only attach to authorised firms.

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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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.

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?
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?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
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?
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 Hertfordshire

One Life Later LimitedHertfordshire · Est. 2002View →
Quantum Financial Advisers LtdHertfordshire · Est. 2011View →

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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 Quantum Wills And Estate Planning 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.

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