Financial Index › IFA Index › Active Estate Planning Limited
Active Estate Planning Limited
IFA Financial Advisers · Harrow, London · Est. 2010
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Company Registration Details
| Registered company name | Active Estate Planning Limited |
| Companies House number | 07200574 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 212 Kenton Road, HA3 8BX |
| City / Region | Harrow, London |
| Date incorporated | 2010 |
| Years trading | 16 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Active Estate Planning Limited
Founded in 2010, Active Estate Planning Limited has been active for 16 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Active 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.