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Rutland Wills And Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2018

8 years

Active Trading

Active

CH Status

11715052

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Rutland Wills And Estate Planning Limited
Companies House number	11715052 →
Company type	Private Limited Company (Ltd)
Registered address	9a Leicester Road, LE8 4GR
City / Region	Leicester
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Rutland Wills And Estate Planning Limited

Incorporated in 2018, Rutland Wills And Estate Planning Limited is an established firm with 8 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 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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?

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 Leicester

Legacy Estate Planning LimitedLeicester · Est. 2013	View →
Andrew Bourne & Co Independent Financial Advisers LimitedLeicester · Est. 2010	View →
Lbp Estate Planning LimitedLeicester · Est. 2008	View →
Ar Wills & Estate Planning LtdLeicester · Est. 2024	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 Rutland Wills And Estate Planning Limited 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.

Rutland Wills And Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2018