Financial Index › IFA Index › Pro Wills & Estate Planning Limited
Pro Wills & Estate Planning Limited
IFA Financial Advisers · Halifax · Est. 2017
📞 Contact Details
Phone, email and website shown on claimed listings. 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 | Pro Wills & Estate Planning Limited |
| Companies House number | 11050897 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Horley Green House Horley Green Road Claremount, HX3 6AS |
| City / Region | Halifax |
| Date incorporated | 2017 |
| Years trading | 9 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Pro Wills & Estate Planning Limited
Incorporated in 2017, Pro Wills & 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.
It is one of 4 ifa financial advisers listed in Halifax 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
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
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
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask to see a sample annual review pack before agreeing to ongoing charges.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Halifax
| Czerwinska Group Will Writing & Estate Planning LtdHalifax · Est. 2022 | 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 Pro Wills & 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.