Financial Index › IFA Index › Anderson Mathew Estate Planning Limited
Anderson Mathew Estate Planning Limited
IFA Financial Advisers · Clydebank, Glasgow · Est. 2020
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Company Registration Details
| Registered company name | Anderson Mathew Estate Planning Limited |
| Companies House number | SC668015 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 443 Dumbarton Road, G81 4DU |
| City / Region | Clydebank, Glasgow |
| Date incorporated | 2020 |
| Years trading | 6 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Anderson Mathew Estate Planning Limited
Incorporated in 2020, Anderson Mathew 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.
Glasgow accounts for 20 of the 1663 ifa financial advisers tracked on this index.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
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.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
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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 Anderson Mathew Estate Planning 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.