Financial Index › IFA Index › Later Life Wealth Management Limited
Later Life Wealth Management Limited
IFA Financial Advisers · Stanley, Durham · Est. 2022
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Company Registration Details
| Registered company name | Later Life Wealth Management Limited |
| Companies House number | 14189369 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Unit 8, The Greenhouse Greencroft Trading Park, DH9 7XN |
| City / Region | Stanley, Durham |
| Date incorporated | 2022 |
| Years trading | 4 years |
| CH status | Active |
| Specialism | Recorded activity: 70221 |
| Index status | Claim this listing → |
About Later Life Wealth Management Limited
Incorporated in 2022, Later Life Wealth Management Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
Durham accounts for 6 of the 1663 ifa financial advisers tracked on this index.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
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.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
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 Stanley
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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 Later Life Wealth Management 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.