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IFA Financial Advisers UNCLAIMED LISTING

Lifeline Wills Trusts And Estate Planning Ltd

IFA Financial Advisers · Rugby, Coventry · Est. 2020

6 years

Active Trading

Active

CH Status

12678650

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Lifeline Wills Trusts And Estate Planning Ltd
Companies House number	12678650 →
Company type	Private Limited Company (Ltd)
Registered address	8 Mitchell Court Castle Mound Way, CV23 0UY
City / Region	Rugby, Coventry
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Lifeline Wills Trusts And Estate Planning Ltd

Incorporated in 2020, Lifeline Wills Trusts And Estate Planning Ltd is an established firm with 6 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 27 ifa financial advisers listed in Coventry on this index of 1663 UK firms in the category.

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.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

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.

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?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Rugby

Capitax Estate Planning Ltd.Rugby · Est. 2013

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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 Lifeline Wills Trusts 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.

Lifeline Wills Trusts And Estate Planning Ltd | IFA Financial Advisers | Rugby | Est. 2020