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IFA Financial Advisers UNCLAIMED LISTING

Axis Estate Planning Limited

IFA Financial Advisers · Brighton · Est. 2025

1 year

Active Trading

Active

CH Status

16438612

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Axis Estate Planning Limited
Companies House number	16438612 →
Company type	Private Limited Company (Ltd)
Registered address	17 Montpelier Villas, BN1 3DG
City / Region	Brighton
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Axis Estate Planning Limited

Axis Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 35 ifa financial advisers listed in Brighton 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

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

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. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Brighton

Capital Uk Tax LtdBrighton · Est. 2023	View →
Mackintosh Watson Estate Planning LtdBrighton · Est. 2015	View →
Pembroke Financial Services (Horsham) LimitedBrighton · Est. 1996	View →
Taurus Global Financial Advisers LtdBrighton · Est. 2009	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Axis 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.

Axis Estate Planning Limited | IFA Financial Advisers | Brighton | Est. 2025