UK Independent. Sourced. Primary. · Est. 2024

Abbey Wills And Estate Planning Limited | IFA Financial Advisers | Paisley | Est. 2017

Abbey Wills And Estate Planning Limited is a ifa financial advisers registered in Paisley, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Abbey Wills And Estate Planning Limited

IFA Financial Advisers · Paisley · Est. 2017

9 years
Active Trading
Active
CH Status
SC566687
Company No
2025
Accounts to

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Company Registration Details

Registered company nameAbbey Wills And Estate Planning Limited
Companies House numberSC566687 →
Company typePrivate Limited Company (Ltd)
Registered address9 Glasgow Road, PA1 3QS
City / RegionPaisley
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 65120
Index statusClaim this listing →

About Abbey Wills And Estate Planning Limited

Incorporated in 2017, Abbey Wills And Estate Planning 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.

Paisley accounts for 4 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

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
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.

Other IFA Financial Advisers in Paisley

Macdonalds Independent Financial Advisers LimitedPaisley · Est. 2013View →

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Abbey Wills And 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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