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IFA Financial Advisers UNCLAIMED LISTING

J C L Wills & Estate Planning Limited

IFA Financial Advisers · Solihull, Birmingham · Est. 2025

1 year

Active Trading

Active

CH Status

16229210

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	J C L Wills & Estate Planning Limited
Companies House number	16229210 →
Company type	Private Limited Company (Ltd)
Registered address	9-11 Stratford Road, B90 3LU
City / Region	Solihull, Birmingham
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About J C L Wills & Estate Planning Limited

J C L Wills & 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, 48 of them in Birmingham.

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra 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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

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 Solihull

The Later Life Lending Network LimitedSolihull · Est. 2015	View →
Central Tax And Trustee Planning Limited Liability PartnershipSolihull · Est. 2003	View →
Mws Financial Advisers LimitedSolihull · Est. 2001	View →
Prs Tax Planning LimitedSolihull · Est. 2023	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 J C L Wills & 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.

J C L Wills & Estate Planning Limited | IFA Financial Advisers | Solihull | Est. 2025