Assured Inheritance Ltd

IFA Financial Advisers · Nelson, Blackburn · Est. 2015

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Founded in 2015, Assured Inheritance Ltd has been active for 11 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 12 of them in Blackburn.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Assured Inheritance 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.