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Quercus Wills And Estate Planning Limited

IFA Financial Advisers · London · Est. 2026

N/A

Active Trading

Active

CH Status

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Company Registration Details

Registered company name	Quercus Wills And Estate Planning Limited
Companies House number	17130878 →
Company type	Private Limited Company (Ltd)
Registered address	Silverstream House 45 Fitzroy Street, W1T 6EB
City / Region	London
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Quercus Wills And Estate Planning Limited

Quercus Wills And Estate Planning Limited was incorporated in 2026 and is registered as an active company on the Companies House register.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. 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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

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?

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.

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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 Quercus Wills And Estate Planning Limited 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.

Quercus Wills And Estate Planning Limited | IFA Financial Advisers | London | Est. 2026