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Asc Wills And Estate Planning Limited

IFA Financial Advisers · Milton Keynes · Est. 2023

3 years

Active Trading

Active

CH Status

14859879

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Asc Wills And Estate Planning Limited
Companies House number	14859879 →
Company type	Private Limited Company (Ltd)
Registered address	19 Shirwell Crescent, MK4 1GA
City / Region	Milton Keynes
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Asc Wills And Estate Planning Limited

Incorporated in 2023, Asc Wills And Estate Planning 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 13 ifa financial advisers listed in Keynes on this index of 1663 UK firms in the category.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.

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. 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?

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?

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 Milton Keynes

Mkb Financial Advisers LtdMilton Keynes · Est. 2004	View →
Financial Technology Advisers LimitedMilton Keynes · Est. 2015	View →
Access Estate Planning LimitedMilton Keynes · Est. 2021	View →
Dls Estate Planning LtdMilton Keynes · Est. 2012	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 Asc Wills And Estate Planning 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.

Asc Wills And Estate Planning Limited | IFA Financial Advisers | Milton Keynes | Est. 2023