UK Independent. Sourced. Primary. · Est. 2024

Aventur Estate Planning Ltd | IFA Financial Advisers | London | Est. 2020

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

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Aventur Estate Planning Ltd

IFA Financial Advisers · London · Est. 2020

6 years
Active Trading
Active
CH Status
1,140
Monthly Views
18
Enquiries

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Company Registration Details

Registered company nameAventur Estate Planning Ltd
Companies House number12408944 →
Company typePrivate Limited Company (Ltd)
Registered addressThe Broadgate Tower 20 Primrose Street, EC2A 2EW
City / RegionLondon
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Aventur Estate Planning Ltd

Incorporated in 2020, Aventur Estate Planning Ltd 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 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.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
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?
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.

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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 Aventur Estate Planning Ltd 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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