Financial Index › IFA Index › Bina Menz Estate Planning Ltd
Bina Menz Estate Planning Ltd
IFA Financial Advisers · Nottingham · Est. 2019
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Company Registration Details
| Registered company name | Bina Menz Estate Planning Ltd |
| Companies House number | 11835342 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Bridgford Business Centre 29 Bridgford Road West Bridgford, NG2 6AU |
| City / Region | Nottingham |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Bina Menz Estate Planning Ltd
Incorporated in 2019, Bina Menz Estate Planning Ltd is an established firm with 7 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.
Nottingham accounts for 28 of the 1663 ifa financial advisers tracked on this index.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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. 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
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.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
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| Abbey House Wills & Estate Planning LtdNottingham · Est. 2024 | View → |
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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 Bina Menz 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.