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IFA Financial Advisers UNCLAIMED LISTING

Bliss Estate Planning Limited

IFA Financial Advisers · Wigan · Est. 2025

1 year

Active Trading

Active

CH Status

16466380

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Bliss Estate Planning Limited
Companies House number	16466380 →
Company type	Private Limited Company (Ltd)
Registered address	Office G26, Ct3 Building Wigan Investment Centre Waterside Drive, WN3 5BA
City / Region	Wigan
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Bliss Estate Planning Limited

Bliss Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

Wigan accounts for 4 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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 Wigan

Standish Independent Financial Advisers LimitedWigan · Est. 2025	View →
Premier Accountancy And Tax Advisers LtdWigan · Est. 2023	View →
L & M Estate Planning LimitedWigan · Est. 2020	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 Bliss 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.

Bliss Estate Planning Limited | IFA Financial Advisers | Wigan | Est. 2025