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A2M Financial & Estate Planning Ltd

IFA Financial Advisers · Aberdeen · Est. 2015

11 years

Active Trading

Active

CH Status

1,033

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Company Registration Details

Registered company name	A2M Financial & Estate Planning Ltd
Companies House number	SC497171 →
Company type	Private Limited Company (Ltd)
Registered address	8 Queens Gardens, AB15 4YD
City / Region	Aberdeen
Date incorporated	2015
Years trading	11 years
CH status	Active
Specialism	Recorded activity: 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About A2M Financial & Estate Planning Ltd

Founded in 2015, A2M Financial & Estate Planning Ltd 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.

Aberdeen accounts for 4 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

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

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.

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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 A2M Financial & Estate Planning Ltd 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.

A2M Financial & Estate Planning Ltd | IFA Financial Advisers | Aberdeen | Est. 2015