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Assured Wills, Trusts And Estate Planning Ltd

IFA Financial Advisers · Redditch, Birmingham · Est. 2020

6 years

Active Trading

Active

CH Status

1,049

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Company Registration Details

Registered company name	Assured Wills, Trusts And Estate Planning Ltd
Companies House number	12835047 →
Company type	Private Limited Company (Ltd)
Registered address	8 Church Green East, B98 8BP
City / Region	Redditch, Birmingham
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Assured Wills, Trusts And Estate Planning Ltd

Incorporated in 2020, Assured Wills, Trusts And Estate Planning Ltd is an established firm with 6 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, 48 of them in Birmingham.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Redditch

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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 Assured Wills, Trusts And 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.

Assured Wills, Trusts And Estate Planning Ltd | IFA Financial Advisers | Redditch | Est. 2020