Financial Index › IFA Index › How? Wills & Estate Planning Ltd
How? Wills & Estate Planning Ltd
IFA Financial Advisers · York · Est. 2017
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Company Registration Details
| Registered company name | How? Wills & Estate Planning Ltd |
| Companies House number | 10703412 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O Beyond Accounting York 2 Tower House Askham Fields Lane, YO23 3NU |
| City / Region | York |
| Date incorporated | 2017 |
| Years trading | 9 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About How? Wills & Estate Planning Ltd
Incorporated in 2017, How? Wills & Estate Planning Ltd is an established firm with 9 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.
It is one of 19 ifa financial advisers listed in York on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
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. Charging structures vary, but all must be disclosed and agreed before advice is given.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in York
| Ware & Kay Financial Services LimitedYork · Est. 2012 | View → |
| Jorvik Estate Planning LtdYork · Est. 2026 | View → |
| Advanced Inheritance LimitedYork · Est. 2023 | View → |
| Ethical Apothecary LtdYork · 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 How? 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.