Financial Index › IFA Index › Ashwood Law Estate Planning Ltd
Ashwood Law Estate Planning Ltd
IFA Financial Advisers · Lichfield, Walsall · Est. 2019
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Company Registration Details
| Registered company name | Ashwood Law Estate Planning Ltd |
| Companies House number | 12116625 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Hanover Court 5 Queen Street, WS13 6QD |
| City / Region | Lichfield, Walsall |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Ashwood Law Estate Planning Ltd
Incorporated in 2019, Ashwood Law Estate Planning Ltd is an established firm with 7 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 7 of them in Walsall.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Lichfield
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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 Ashwood Law 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.