Financial Index › IFA Index › Assurance Wills And Estate Planning Limited
Assurance Wills And Estate Planning Limited
IFA Financial Advisers · Barnet, London · Est. 2019
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Company Registration Details
| Registered company name | Assurance Wills And Estate Planning Limited |
| Companies House number | 11931588 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 58 Monks Avenue, EN5 1DD |
| City / Region | Barnet, London |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Assurance Wills And Estate Planning Limited
Incorporated in 2019, Assurance Wills And Estate Planning Limited 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, 417 of them in London.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.
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
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Barnet
| Intelligent Estate Planning Solutions LtdBarnet · Est. 2016 | 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 Assurance 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.