Financial Index › IFA Index › Family Wills And Estate Planning Limited
Family Wills And Estate Planning Limited
IFA Financial Advisers · Sheffield · Est. 2013
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Company Registration Details
| Registered company name | Family Wills And Estate Planning Limited |
| Companies House number | 08441384 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 10 Ridgeway Moor, S12 3XW |
| City / Region | Sheffield |
| Date incorporated | 2013 |
| Years trading | 13 years |
| CH status | Active |
| Specialism | Recorded activity: 74909 |
| Index status | Claim this listing → |
About Family Wills And Estate Planning Limited
Founded in 2013, Family Wills And Estate Planning Limited has been active for 13 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, 25 of them in Sheffield.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
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
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Sheffield
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| Financial Inclusion Services (Yorkshire) LtdSheffield · Est. 2004 | View → |
| Optimum Wills & Estate Planning LimitedSheffield · Est. 2024 | 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 Family Wills And 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.