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Ar Wills & Estate Planning Ltd

IFA Financial Advisers · Leicester · Est. 2024

2 years

Active Trading

Active

CH Status

16023592

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Ar Wills & Estate Planning Ltd
Companies House number	16023592 →
Company type	Private Limited Company (Ltd)
Registered address	58 Earl Street, LE9 7AQ
City / Region	Leicester
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Ar Wills & Estate Planning Ltd

Incorporated in 2024, Ar 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 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

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?

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 Leicester

Kingdom Inheritance LimitedLeicester · Est. 2014	View →
Mehar & Co Estate Planning LimitedLeicester · Est. 2024	View →
Legacy Wills & Estate Planning LimitedLeicester · Est. 2013	View →
Legacy Estate Planning LimitedLeicester · Est. 2013	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 Ar 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.

Ar Wills & Estate Planning Ltd | IFA Financial Advisers | Leicester | Est. 2024