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IFA Financial Advisers UNCLAIMED LISTING

Last Wish Wills & Estate Planning Limited

IFA Financial Advisers · Wolverhampton · Est. 2025

1 year

Active Trading

Active

CH Status

16278011

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Last Wish Wills & Estate Planning Limited
Companies House number	16278011 →
Company type	Private Limited Company (Ltd)
Registered address	1 Broad Lane, WV3 9BJ
City / Region	Wolverhampton
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Last Wish Wills & Estate Planning Limited

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

It is one of 16 ifa financial advisers listed in Wolverhampton on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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 Wolverhampton

Platinum Estate Planning LtdWolverhampton · Est. 2020	View →
Thornton Claverley Independent Financial Advisers LimitedWolverhampton · Est. 1999	View →
First City Estate Agents & Town Planning LimitedWolverhampton · Est. 1987	View →
Intrinsic Estate Planning LtdWolverhampton · Est. 2025	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 Last Wish 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.

Last Wish Wills & Estate Planning Limited | IFA Financial Advisers | Wolverhampton | Est. 2025