Financial Index › IFA Index › Access Estate Planning Limited
Access Estate Planning Limited
IFA Financial Advisers · Milton Keynes · Est. 2021
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Company Registration Details
| Registered company name | Access Estate Planning Limited |
| Companies House number | 13305781 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 1 Furtho Court Towcester Road, MK19 6AN |
| City / Region | Milton Keynes |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Access Estate Planning Limited
Incorporated in 2021, Access Estate Planning Limited is an established firm with 5 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.
It is one of 13 ifa financial advisers listed in Keynes on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Milton Keynes
| Asc Wills And Estate Planning LimitedMilton Keynes · Est. 2023 | View → |
| Financial Technology Advisers LimitedMilton Keynes · Est. 2015 | View → |
| Ad Valorem Estate Planning Services LimitedMilton Keynes · Est. 2025 | View → |
| Dls Estate Planning LtdMilton Keynes · Est. 2012 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Access 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.