UK Independent. Sourced. Primary. · Est. 2024

Sure Later Life Solutions Limited | IFA Financial Advisers | Batley | Est. 2024

Sure Later Life Solutions Limited is a ifa financial advisers registered in Batley, established 2024. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Sure Later Life Solutions Limited

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Sure Later Life Solutions Limited

IFA Financial Advisers · Batley, Wakefield · Est. 2024

2 years
Active Trading
Active
CH Status
16148773
Company No
2025
Accounts to

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Company Registration Details

Registered company nameSure Later Life Solutions Limited
Companies House number16148773 →
Company typePrivate Limited Company (Ltd)
Registered address4a Oakhill Road, WF17 8JD
City / RegionBatley, Wakefield
Date incorporated2024
Years trading2 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 65110
Index statusClaim this listing →

About Sure Later Life Solutions Limited

Incorporated in 2024, Sure Later Life Solutions Limited 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.

Wakefield accounts for 10 of the 1663 ifa financial advisers tracked on this index.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?
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?
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Batley

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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 Sure Later Life Solutions 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.

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