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Dh Estate Planning & Wills Ltd

IFA Financial Advisers · Bristol · Est. 2014

12 years

Active Trading

Active

CH Status

09044473

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Dh Estate Planning & Wills Ltd
Companies House number	09044473 →
Company type	Private Limited Company (Ltd)
Registered address	120 Jellicoe Avenue, BS16 1WJ
City / Region	Bristol
Date incorporated	2014
Years trading	12 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Dh Estate Planning & Wills Ltd

Founded in 2014, Dh Estate Planning & Wills Ltd has been active for 12 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.

It is one of 21 ifa financial advisers listed in Bristol on this index of 1663 UK firms in the category.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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 Bristol

Bw Business Accountants & Advisers LimitedBristol · Est. 2021	View →
Merrett Estate Planning LimitedBristol · Est. 2019	View →
Ethical Equity LimitedBristol · Est. 2019	View →
Mp Estate Planning (Uk) LtdBristol · Est. 2023	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 Dh Estate Planning & Wills 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.

Dh Estate Planning & Wills Ltd | IFA Financial Advisers | Bristol | Est. 2014