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Mh Wills And Estate Planning Ltd

IFA Financial Advisers · Leeds · Est. 2025

1 year

Active Trading

Active

CH Status

16158306

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Mh Wills And Estate Planning Ltd
Companies House number	16158306 →
Company type	Private Limited Company (Ltd)
Registered address	18 Perth Mount, LS18 5SH
City / Region	Leeds
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Mh Wills And Estate Planning Ltd

Mh Wills And Estate Planning Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 29 ifa financial advisers listed in Leeds on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

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

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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.

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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 Mh 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.

Mh Wills And Estate Planning Ltd | IFA Financial Advisers | Leeds | Est. 2025