Financial Index › IFA Index › Ajd Estate Planning Limited
Ajd Estate Planning Limited
IFA Financial Advisers · Northampton · Est. 2020
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Company Registration Details
| Registered company name | Ajd Estate Planning Limited |
| Companies House number | 12945054 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 310 Wellingborough Road, NN1 4EP |
| City / Region | Northampton |
| Date incorporated | 2020 |
| Years trading | 6 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Ajd Estate Planning Limited
Incorporated in 2020, Ajd Estate Planning Limited is an established firm with 6 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 25 ifa financial advisers listed in Northampton on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
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.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. 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
Other IFA Financial Advisers in Northampton
| Gca Financial Advice LtdNorthampton · Est. 2024 | View → |
| Ethical Edge Consulting LtdNorthampton · Est. 2023 | View → |
| Rafter Wills & Estate Planning LtdNorthampton · Est. 2012 | View → |
| Mosaic Professional Tax Planning LlpNorthampton · Est. 2010 | 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 Ajd 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.