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Swan Inheritance Investments Limited

IFA Financial Advisers · Wakefield · Est. 2017

9 years

Active Trading

Active

CH Status

1,010

Monthly Views

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Company Registration Details

Registered company name	Swan Inheritance Investments Limited
Companies House number	10691114 →
Company type	Private Limited Company (Ltd)
Registered address	34 Blackthorn Way, WF2 0HN
City / Region	Wakefield
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 82990 (other business support services)
Index status	Claim this listing →

About Swan Inheritance Investments Limited

Incorporated in 2017, Swan Inheritance Investments Limited is an established firm with 9 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.

It is one of 10 ifa financial advisers listed in Wakefield on this index of 1663 UK firms in the category.

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

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.

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. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

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?

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?

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.

Other IFA Financial Advisers in Wakefield

Diamond Financial Services (Yorkshire) LimitedWakefield · Est. 2002	View →
Future Estate Planning Services LimitedWakefield · Est. 2012	View →

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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 Swan Inheritance Investments 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.

Swan Inheritance Investments Limited | IFA Financial Advisers | Wakefield | Est. 2017