Inheritance Legal Wills Limited

IFA Financial Advisers · Lanark, Rest of UK · Est. 2021

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Incorporated in 2021, Inheritance Legal Wills Limited is an established firm with 5 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 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.

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The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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.

Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Inheritance Legal Wills 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.