Financial Index › IFA Index › Rgw Will & Estate Planning Limited
Rgw Will & Estate Planning Limited
IFA Financial Advisers · Portsmouth · Est. 2007
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Company Registration Details
| Registered company name | Rgw Will & Estate Planning Limited |
| Companies House number | 06403383 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 12 Acorn Business Park, PO6 3TH |
| City / Region | Portsmouth |
| Date incorporated | 2007 |
| Years trading | 19 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Rgw Will & Estate Planning Limited
Founded in 2007, Rgw Will & Estate Planning Limited has been active for 19 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
It is one of 16 ifa financial advisers listed in Portsmouth 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
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Portsmouth
| Oakwood Estate Planning LimitedPortsmouth · Est. 2017 | View → |
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