Financial Index › IFA Index › Maple Tree Wills And Estate Planning Limited

IFA Financial Advisers UNCLAIMED LISTING

Maple Tree Wills And Estate Planning Limited

IFA Financial Advisers · Chesterfield, Sheffield · Est. 2017

9 years

Active Trading

Active

CH Status

10783652

Company No

2025

Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company name	Maple Tree Wills And Estate Planning Limited
Companies House number	10783652 →
Company type	Private Limited Company (Ltd)
Registered address	Sunny Bank 12 Albion Road, S40 1LJ
City / Region	Chesterfield, Sheffield
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Maple Tree Wills And Estate Planning Limited

Incorporated in 2017, Maple Tree Wills And Estate Planning Limited is an established firm with 9 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 25 of them in Sheffield.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

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

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Chesterfield

Mfa (Derbyshire) LtdChesterfield · Est. 2001	View →
Horizon Independent Financial Advisers LimitedChesterfield · Est. 2001	View →
Queensbury Financial Advisers LtdChesterfield · Est. 2024	View →
Halewood Wills & Estate Planning LtdChesterfield · Est. 2023	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

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

Maple Tree Wills And Estate Planning Limited | IFA Financial Advisers | Chesterfield | Est. 2017