UK Independent. Sourced. Primary. · Est. 2024

Redwood Wills & Estate Planning Limited | IFA Financial Advisers | Ware | Est. 2019

Redwood Wills & Estate Planning Limited is a ifa financial advisers registered in Ware, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Redwood Wills & Estate Planning Limited

IFA Financial Advisers · Ware, Rest of UK · Est. 2019

7 years
Active Trading
Active
CH Status
12316085
Company No
2025
Accounts to

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Company Registration Details

Registered company nameRedwood Wills & Estate Planning Limited
Companies House number12316085 →
Company typePrivate Limited Company (Ltd)
Registered addressNorth Cottage Stanstead Road Hunsdon, SG12 8PS
City / RegionWare, Rest of UK
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Redwood Wills & Estate Planning Limited

Incorporated in 2019, Redwood Wills & Estate Planning Limited is an established firm with 7 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.

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?
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?
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?
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?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Redwood Wills & 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.

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