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Ds Wills & Estate Planning Ltd

IFA Financial Advisers · Middlesbrough, Teesside · Est. 2021

5 years

Active Trading

Active

CH Status

13199902

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Ds Wills & Estate Planning Ltd
Companies House number	13199902 →
Company type	Private Limited Company (Ltd)
Registered address	9 Brighouse Road, TS2 1RT
City / Region	Middlesbrough, Teesside
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Ds Wills & Estate Planning Ltd

Incorporated in 2021, Ds Wills & Estate Planning Ltd is an established firm with 5 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.

Teesside accounts for 7 of the 1663 ifa financial advisers tracked on this index.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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.

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?

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Middlesbrough

Astute Financial & Mortgage Advisers LtdMiddlesbrough · Est. 2018	View →
Estate Planning Made Easy LtdMiddlesbrough · Est. 2021	View →
Corporate Financial Services (Uk) LimitedMiddlesbrough · Est. 2007	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 Ds Wills & Estate Planning 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.

Ds Wills & Estate Planning Ltd | IFA Financial Advisers | Middlesbrough | Est. 2021