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IFA Financial Advisers UNCLAIMED LISTING

Affinity Estate Planning Limited

IFA Financial Advisers · Leigh-On-Sea, Southend · Est. 2017

9 years

Active Trading

Active

CH Status

11057846

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Affinity Estate Planning Limited
Companies House number	11057846 →
Company type	Private Limited Company (Ltd)
Registered address	55 Rectory Grove, SS9 2HA
City / Region	Leigh-On-Sea, Southend
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Affinity Estate Planning Limited

Incorporated in 2017, Affinity Estate Planning Limited is an established firm with 9 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.

Southend accounts for 24 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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 Affinity 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.

Affinity Estate Planning Limited | IFA Financial Advisers | Leigh-On-Sea | Est. 2017