Financial Index › IFA Index › Eleven (Wills & Estate Planning) Limited

IFA Financial Advisers UNCLAIMED LISTING

Eleven (Wills & Estate Planning) Limited

IFA Financial Advisers · Bury, Bolton · Est. 2006

20 years

Active Trading

Active

CH Status

05823349

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Eleven (Wills & Estate Planning) Limited
Companies House number	05823349 →
Company type	Private Limited Company (Ltd)
Registered address	16 Hawkshaw Lodge Kerry Hill, BL8 4GT
City / Region	Bury, Bolton
Date incorporated	2006
Years trading	20 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Eleven (Wills & Estate Planning) Limited

Founded in 2006, Eleven (Wills & Estate Planning) Limited has been active for 20 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, 14 of them in Bolton.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

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?

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?

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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Eleven (Wills & 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.

Eleven (Wills & Estate Planning) Limited | IFA Financial Advisers | Bury | Est. 2006