Financial Index › IFA Index › Minster Wills And Estate Planning Ltd
Minster Wills And Estate Planning Ltd
IFA Financial Advisers · York · Est. 2021
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Company Registration Details
| Registered company name | Minster Wills And Estate Planning Ltd |
| Companies House number | 13573572 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 102 East Parade, Heworth, YO31 7YH |
| City / Region | York |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Minster Wills And Estate Planning Ltd
Incorporated in 2021, Minster 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.
York accounts for 19 of the 1663 ifa financial advisers tracked on this index.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. 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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in York
| How? Wills & Estate Planning LtdYork · Est. 2017 | View → |
| Ware & Kay Financial Services LimitedYork · Est. 2012 | View → |
| New Horizons Estate Planning LtdYork · Est. 2025 | View → |
| Ethical Apothecary LtdYork · Est. 2017 | View → |
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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 Minster 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.