UK Independent. Sourced. Primary. · Est. 2024

The Right Will And Estate Planning Limited | IFA Financial Advisers | Solihull | Est. 2011

The Right Will And Estate Planning Limited is a ifa financial advisers registered in Solihull, established 2011. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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The Right Will And Estate Planning Limited

IFA Financial Advisers · Solihull, Birmingham · Est. 2011

15 years
Active Trading
Active
CH Status
07532140
Company No
2025
Accounts to

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Company Registration Details

Registered company nameThe Right Will And Estate Planning Limited
Companies House number07532140 →
Company typePrivate Limited Company (Ltd)
Registered addressRegus Central Boulevard Blythe Valley Business Park, B90 8AG
City / RegionSolihull, Birmingham
Date incorporated2011
Years trading15 years
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About The Right Will And Estate Planning Limited

Founded in 2011, The Right Will And Estate Planning Limited has been active for 15 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.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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?
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 Solihull

J C L Wills & Estate Planning LimitedSolihull · Est. 2025View →
Central Tax And Trustee Planning Limited Liability PartnershipSolihull · Est. 2003View →
Hamptons Wealth Management LimitedSolihull · Est. 1988View →
The Later Life Lending Network LimitedSolihull · Est. 2015View →

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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 The Right Will 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.

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