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Ackland Wills & Estate Planning Ltd

IFA Financial Advisers · Bristol · Est. 2021

5 years

Active Trading

Active

CH Status

13711038

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Ackland Wills & Estate Planning Ltd
Companies House number	13711038 →
Company type	Private Limited Company (Ltd)
Registered address	39 Ridgeway Road, BS16 3DY
City / Region	Bristol
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Ackland Wills & Estate Planning Ltd

Incorporated in 2021, Ackland Wills & Estate Planning Ltd is an established firm with 5 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 21 ifa financial advisers listed in Bristol on this index of 1663 UK firms in the category.

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

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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 Bristol

Ethical Equity LimitedBristol · Est. 2019	View →
Bw Business Accountants & Advisers LimitedBristol · Est. 2021	View →
Bristol Wills & Estate Planning LtdBristol · Est. 2019	View →
Leaf Financial Advisers LtdBristol · Est. 2020	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 Ackland Wills & Estate Planning Ltd 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.

Ackland Wills & Estate Planning Ltd | IFA Financial Advisers | Bristol | Est. 2021