Financial Index › IFA Index › Trust Inheritance Limited

IFA Financial Advisers UNCLAIMED LISTING

Trust Inheritance Limited

IFA Financial Advisers · Weston-Super-Mare, Bristol · Est. 1990

36 years

Active Trading

Active

CH Status

1,093

Monthly Views

Enquiries

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company name	Trust Inheritance Limited
Companies House number	02490912 →
Company type	Private Limited Company (Ltd)
Registered address	Crown House 1 Stafford Place, BS23 2QZ
City / Region	Weston-Super-Mare, Bristol
Date incorporated	1990
Years trading	36 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Trust Inheritance Limited

Established in 1990, Trust Inheritance Limited has over 36 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Bristol accounts for 21 of the 1663 ifa financial advisers tracked on this index.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. 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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

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 Weston-Super-Mare

Trust Inheritance Group LimitedWeston-Super-Mare · Est. 2018	View →
Toolboxx LimitedWeston-Super-Mare · Est. 2019	View →
Secure Inheritance Legal Services LimitedWeston-Super-Mare · Est. 2018	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Trust Inheritance 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.

Trust Inheritance Limited | IFA Financial Advisers | Weston-Super-Mare | Est. 1990