UK Independent. Sourced. Primary. · Est. 2024

Pride Wills And Estate Planning Llp | IFA Financial Advisers | Stoke-On-Trent | Est. 2023

Pride Wills And Estate Planning Llp is a ifa financial advisers registered in Stoke-On-Trent, established 2023. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Pride Wills And Estate Planning Llp

IFA Financial Advisers UNCLAIMED LISTING

Pride Wills And Estate Planning Llp

IFA Financial Advisers · Stoke-On-Trent, Stoke · Est. 2023

3 years
Active Trading
Active
CH Status
OC449109
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 namePride Wills And Estate Planning Llp
Companies House numberOC449109 →
Company typeLimited Liability Partnership (LLP)
Registered addressEnvironment House Werrington Road, ST2 9AF
City / RegionStoke-On-Trent, Stoke
Date incorporated2023
Years trading3 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Pride Wills And Estate Planning Llp

Incorporated in 2023, Pride Wills And Estate Planning Llp is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 13 of them in Stoke.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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?
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 Stoke-On-Trent

Cheshire View Financial LtdStoke-On-Trent · Est. 2023View →
Djh Estate Planning LimitedStoke-On-Trent · Est. 2023View →
Djh Business Advisers LimitedStoke-On-Trent · Est. 1997View →

Related Guides

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

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 Pride Wills And Estate Planning Llp 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google