UK Independent. Sourced. Primary. · Est. 2024

Austin Chapel Estate Planning Llp | IFA Financial Advisers | Upminster | Est. 2025

Austin Chapel Estate Planning Llp is a ifa financial advisers registered in Upminster, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Austin Chapel Estate Planning Llp

IFA Financial Advisers · Upminster, London · Est. 2025

1 year
Active Trading
Active
CH Status
OC458787
Company No
n/a
Accounts to

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Company Registration Details

Registered company nameAustin Chapel Estate Planning Llp
Companies House numberOC458787 →
Company typeLimited Liability Partnership (LLP)
Registered addressEssex House 15 Station Road, RM14 2SJ
City / RegionUpminster, London
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Austin Chapel Estate Planning Llp

Austin Chapel Estate Planning Llp was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
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.

Other IFA Financial Advisers in Upminster

Austin-Chapel Independent Financial Advisers LlpUpminster · Est. 2009View →
Watson Moore Independent Financial Advisers LimitedUpminster · Est. 2005View →

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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 Austin Chapel Estate Planning Llp 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.

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