UK Independent. Sourced. Primary. · Est. 2024

Ajd Estate Planning Limited | IFA Financial Advisers | Northampton | Est. 2020

Ajd Estate Planning Limited is a ifa financial advisers registered in Northampton, established 2020. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Ajd Estate Planning Limited

IFA Financial Advisers UNCLAIMED LISTING

Ajd Estate Planning Limited

IFA Financial Advisers · Northampton · Est. 2020

6 years
Active Trading
Active
CH Status
12945054
Company No
2025
Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company nameAjd Estate Planning Limited
Companies House number12945054 →
Company typePrivate Limited Company (Ltd)
Registered address310 Wellingborough Road, NN1 4EP
City / RegionNorthampton
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 69109
Index statusClaim 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

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?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
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?
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 Northampton

Gca Financial Advice LtdNorthampton · Est. 2024View →
Ethical Edge Consulting LtdNorthampton · Est. 2023View →
Rafter Wills & Estate Planning LtdNorthampton · Est. 2012View →
Mosaic Professional Tax Planning LlpNorthampton · Est. 2010View →

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google