Financial Index › IFA Index › Later Life Asset Management Limited
Later Life Asset Management Limited
IFA Financial Advisers · Bolton · Est. 2014
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Company Registration Details
| Registered company name | Later Life Asset Management Limited |
| Companies House number | 09189654 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 6th Floor 120 Bark Street, BL1 2AX |
| City / Region | Bolton |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Later Life Asset Management Limited
Founded in 2014, Later Life Asset Management Limited has been active for 12 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 14 of them in Bolton.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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. 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. Ask to see a sample annual review pack before agreeing to ongoing charges.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
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| Dynamic Estate Planning LtdBolton · Est. 2010 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Later Life Asset Management 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.