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Advanced Inheritance Limited

IFA Financial Advisers · York · Est. 2023

3 years

Active Trading

Active

CH Status

14906733

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Advanced Inheritance Limited
Companies House number	14906733 →
Company type	Private Limited Company (Ltd)
Registered address	Independence House Millfield Lane Nether Poppleton, YO26 6PH
City / Region	York
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 64921 (credit granting by non-deposit taking finance houses)
Index status	Claim this listing →

About Advanced Inheritance Limited

Incorporated in 2023, Advanced Inheritance Limited 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 19 ifa financial advisers listed in York 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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in York

Ethical Apothecary LtdYork · Est. 2017	View →
Just Uk Estates Planning LimitedYork · Est. 2015	View →
Yorkshire Independent Financial Advisers LimitedYork · Est. 2007	View →
How? Wills & Estate Planning LtdYork · Est. 2017	View →

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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 Advanced Inheritance 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.

Advanced Inheritance Limited | IFA Financial Advisers | York | Est. 2023