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Addlife Wills & Estate Planning Ltd

IFA Financial Advisers · London · Est. 2022

4 years

Active Trading

Active

CH Status

13852618

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Addlife Wills & Estate Planning Ltd
Companies House number	13852618 →
Company type	Private Limited Company (Ltd)
Registered address	85 Great Portland Street, W1W 7LT
City / Region	London
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Addlife Wills & Estate Planning Ltd

Incorporated in 2022, Addlife Wills & Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

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

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

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?

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?

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.

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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 Addlife 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.

Addlife Wills & Estate Planning Ltd | IFA Financial Advisers | London | Est. 2022