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Wealthmantra Estate Planners Limited

IFA Financial Advisers · Richmond, London · Est. 2025

1 year

Active Trading

Active

CH Status

1,067

Monthly Views

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Company Registration Details

Registered company name	Wealthmantra Estate Planners Limited
Companies House number	16726222 →
Company type	Private Limited Company (Ltd)
Registered address	5 Kew Road, TW9 2PR
City / Region	Richmond, London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Wealthmantra Estate Planners Limited

Wealthmantra Estate Planners Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London 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

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

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 Richmond

Focus Independent Financial Advisers LimitedRichmond · Est. 1990	View →
Gunson & Co Independent Financial Advisers LtdRichmond · Est. 2017	View →
Wealthmantra Financial Advisers LimitedRichmond · Est. 2025	View →
The Ethical Investment Co-Operative LimitedRichmond · Est. 1997	View →

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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 Wealthmantra Estate Planners 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.

Wealthmantra Estate Planners Limited | IFA Financial Advisers | Richmond | Est. 2025