Financial Index › IFA Index › Halewood Wills & Estate Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Halewood Wills & Estate Planning Ltd

IFA Financial Advisers · Chesterfield, Sheffield · Est. 2023

3 years

Active Trading

Active

CH Status

14746402

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Halewood Wills & Estate Planning Ltd
Companies House number	14746402 →
Company type	Private Limited Company (Ltd)
Registered address	14 The Green, S41 0LJ
City / Region	Chesterfield, Sheffield
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Halewood Wills & Estate Planning Ltd

Incorporated in 2023, Halewood Wills & Estate Planning Ltd 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 25 of them in Sheffield.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask to see a sample annual review pack before agreeing to ongoing charges.

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?

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?

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?

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.

Other IFA Financial Advisers in Chesterfield

Mfa (Derbyshire) LtdChesterfield · Est. 2001	View →
Horizon Independent Financial Advisers LimitedChesterfield · Est. 2001	View →
Queensbury Financial Advisers LtdChesterfield · Est. 2024	View →
Maple Tree Wills And Estate Planning LimitedChesterfield · Est. 2017	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 Halewood 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.

Halewood Wills & Estate Planning Ltd | IFA Financial Advisers | Chesterfield | Est. 2023