Financial Index › IFA Index › The Estate Planning & Will Writing Firm Limited
The Estate Planning & Will Writing Firm Limited
IFA Financial Advisers · Wolverhampton · Est. 2015
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Company Registration Details
| Registered company name | The Estate Planning & Will Writing Firm Limited |
| Companies House number | 09383817 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 31 Mill Green, WV10 6LX |
| City / Region | Wolverhampton |
| Date incorporated | 2015 |
| Years trading | 11 years |
| CH status | Active |
| Specialism | Recorded activity: 74909 |
| Index status | Claim this listing → |
About The Estate Planning & Will Writing Firm Limited
Founded in 2015, The Estate Planning & Will Writing Firm Limited has been active for 11 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
It is one of 16 ifa financial advisers listed in Wolverhampton 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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Wolverhampton
| Platinum Estate Planning LtdWolverhampton · Est. 2020 | View → |
| Intrinsic Estate Planning LtdWolverhampton · Est. 2025 | View → |
| Last Wish Wills & Estate Planning LimitedWolverhampton · Est. 2025 | View → |
| Thornton Claverley Independent Financial Advisers LimitedWolverhampton · Est. 1999 | 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 The Estate Planning & Will Writing Firm 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.