UK Independent. Sourced. Primary. · Est. 2024

Guide Wills And Estate Planning Limited | IFA Financial Advisers | Manchester | Est. 2025

Guide Wills And Estate Planning Limited is a ifa financial advisers registered in Manchester, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Guide Wills And Estate Planning Limited

IFA Financial Advisers · Manchester · Est. 2025

1 year
Active Trading
Active
CH Status
1,038
Monthly Views
14
Enquiries

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Company Registration Details

Registered company nameGuide Wills And Estate Planning Limited
Companies House number16638186 →
Company typePrivate Limited Company (Ltd)
Registered address68 Sale Road, M23 0DE
City / RegionManchester
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Guide Wills And Estate Planning Limited

Guide Wills And Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 30 of them in Manchester.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Charging structures vary, but all must be disclosed and agreed before advice is given.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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. Ask to see a sample annual review pack before agreeing to ongoing charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Manchester

Strategic Tax Planning LtdManchester · Est. 2008View →
Ethical Assets LtdManchester · Est. 2022View →
Chosen Inheritance LimitedManchester · Est. 1986View →
Estate Planning Pro LtdManchester · Est. 2020View →

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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 Guide 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.

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