Financial Index › IFA Index › Lee Wills And Estate Planning Ltd
Lee Wills And Estate Planning Ltd
IFA Financial Advisers · Whitstable, Rest of UK · Est. 2024
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Company Registration Details
| Registered company name | Lee Wills And Estate Planning Ltd |
| Companies House number | 15745804 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 2 Oxford Close, CT5 1JT |
| City / Region | Whitstable, Rest of UK |
| Date incorporated | 2024 |
| Years trading | 2 years |
| CH status | Active |
| Specialism | Recorded activity: 84110 |
| Index status | Claim this listing → |
About Lee Wills And Estate Planning Ltd
Incorporated in 2024, Lee Wills And Estate Planning Ltd 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Whitstable
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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 Lee Wills And Estate Planning Ltd 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.