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Ludlam Wills And Estate Planning Ltd

IFA Financial Advisers · Sheffield · Est. 2021

5 years

Active Trading

Active

CH Status

1,113

Monthly Views

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Company Registration Details

Registered company name	Ludlam Wills And Estate Planning Ltd
Companies House number	13540953 →
Company type	Private Limited Company (Ltd)
Registered address	Progress House 206 White Lane Gleadless, S12 3GL
City / Region	Sheffield
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Ludlam Wills And Estate Planning Ltd

Incorporated in 2021, Ludlam Wills And Estate Planning Ltd is an established firm with 5 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 25 ifa financial advisers listed in Sheffield on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask to see a sample annual review pack before agreeing to ongoing charges.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Sheffield

Family Wills And Estate Planning LimitedSheffield · Est. 2013	View →
Ethical Business Worldwide LtdSheffield · Est. 2020	View →
Matrix Estate Planning LimitedSheffield · Est. 2021	View →
Optimum Wills & Estate Planning LimitedSheffield · Est. 2024	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Ludlam Wills And Estate Planning Ltd 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.

Ludlam Wills And Estate Planning Ltd | IFA Financial Advisers | Sheffield | Est. 2021