Financial Index › IFA Index › Later Life Finance Limited
Later Life Finance Limited
IFA Financial Advisers · Otley, Leeds · Est. 2014
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Company Registration Details
| Registered company name | Later Life Finance Limited |
| Companies House number | 09320116 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 78 - 80 Pegholme Wharfebank Mills, LS21 3JP |
| City / Region | Otley, Leeds |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About Later Life Finance Limited
Founded in 2014, Later Life Finance 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, 29 of them in Leeds.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Otley
| Burrow & Crowe Accountants & Business Advisers LtdOtley · Est. 2018 | 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 Finance 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.