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Genesis Wills And Estate Planning Limited

IFA Financial Advisers · Barnsley, Sheffield · Est. 2023

3 years

Active Trading

Active

CH Status

15051250

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Genesis Wills And Estate Planning Limited
Companies House number	15051250 →
Company type	Private Limited Company (Ltd)
Registered address	Barnsley Business & Innovation Centre Innovation Way, S75 1JL
City / Region	Barnsley, Sheffield
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 69102, 69109
Index status	Claim this listing →

About Genesis Wills And Estate Planning Limited

Incorporated in 2023, Genesis Wills And Estate Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 25 ifa financial advisers listed in Sheffield on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. 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.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

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?

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.

Other IFA Financial Advisers in Barnsley

Legacy Financial Estate Planning LtdBarnsley · Est. 2022	View →
Genesis Estate Planning LtdBarnsley · Est. 2018	View →

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Genesis Wills And Estate Planning Limited or any firm listed. 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.

Genesis Wills And Estate Planning Limited | IFA Financial Advisers | Barnsley | Est. 2023