UK Independent. Sourced. Primary. · Est. 2024

Ray Webb Wills & Estate Planning Llp | IFA Financial Advisers | Buckley | Est. 2023

Ray Webb Wills & Estate Planning Llp is a ifa financial advisers registered in Buckley, established 2023. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Ray Webb Wills & Estate Planning Llp

IFA Financial Advisers · Buckley, Chester · Est. 2023

3 years
Active Trading
Active
CH Status
OC445652
Company No
2025
Accounts to

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Company Registration Details

Registered company nameRay Webb Wills & Estate Planning Llp
Companies House numberOC445652 →
Company typeLimited Liability Partnership (LLP)
Registered addressDunromin Liverpool Road, CH7 3LH
City / RegionBuckley, Chester
Date incorporated2023
Years trading3 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Ray Webb Wills & Estate Planning Llp

Incorporated in 2023, Ray Webb Wills & 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.

It is one of 19 ifa financial advisers listed in Chester 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
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.

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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 Ray Webb Wills & Estate Planning Llp 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.

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