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Ai Business Planning Uk Limited

IFA Financial Advisers · Bicester, Oxford · Est. 2025

1 year

Active Trading

Active

CH Status

16572997

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Ai Business Planning Uk Limited
Companies House number	16572997 →
Company type	Private Limited Company (Ltd)
Registered address	Units 1 & 2 Field View Baynards Business Park, OX27 7SG
City / Region	Bicester, Oxford
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 62090
Index status	Claim this listing →

About Ai Business Planning Uk Limited

Ai Business Planning Uk Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 13 of them in Oxford.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Bicester

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Ai Business Planning Uk Limited or any firm listed. 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.

Ai Business Planning Uk Limited | IFA Financial Advisers | Bicester | Est. 2025