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Ps Wills And Estate Planning Limited

IFA Financial Advisers · Bedford, Milton Keynes · Est. 2026

N/A

Active Trading

Active

CH Status

17036673

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Ps Wills And Estate Planning Limited
Companies House number	17036673 →
Company type	Private Limited Company (Ltd)
Registered address	Premier House Lurke Street, MK40 3HU
City / Region	Bedford, Milton Keynes
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Ps Wills And Estate Planning Limited

Ps Wills And Estate Planning Limited was incorporated in 2026 and is registered as an active company on the Companies House register.

It is one of 13 ifa financial advisers listed in Keynes on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

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

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Bedford

Phoenix Uk Estate Planning LtdBedford · Est. 2024	View →
Middle Path Estate Planning LimitedBedford · Est. 2020	View →

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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 Ps 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.

Ps Wills And Estate Planning Limited | IFA Financial Advisers | Bedford | Est. 2026