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Acg Wills & Estate Planning Ltd

IFA Financial Advisers · Cheltenham, Gloucester · Est. 2019

7 years

Active Trading

Active

CH Status

12017847

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Acg Wills & Estate Planning Ltd
Companies House number	12017847 →
Company type	Private Limited Company (Ltd)
Registered address	Midway House Herrick Way Staverton Technology Park, GL51 6TQ
City / Region	Cheltenham, Gloucester
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Acg Wills & Estate Planning Ltd

Incorporated in 2019, Acg Wills & Estate Planning Ltd 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, 22 of them in Gloucester.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

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?

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 Cheltenham

Future-Proof Estate Planning LimitedCheltenham · Est. 2024	View →
The Ethical Investment Company LimitedCheltenham · Est. 1997	View →
Ethical Investors (Uk) LimitedCheltenham · Est. 1993	View →
Ethical Direct LtdCheltenham · Est. 2011	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 Acg Wills & Estate Planning Ltd 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.

Acg Wills & Estate Planning Ltd | IFA Financial Advisers | Cheltenham | Est. 2019