UK Independent. Sourced. Primary. · Est. 2024

Blue Planet Investment Management Ltd. | IFA Financial Advisers | Edinburgh | Est. 1994

Blue Planet Investment Management Ltd. is a ifa financial advisers registered in Edinburgh, established 1994. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Blue Planet Investment Management Ltd.

IFA Financial Advisers · Edinburgh · Est. 1994

32 years
Active Trading
Active
CH Status
SC149822
Company No
2025
Accounts to

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Company Registration Details

Registered company nameBlue Planet Investment Management Ltd.
Companies House numberSC149822 →
Company typePrivate Limited Company (Ltd)
Registered address17 Grosvenor Crescent, EH12 5EL
City / RegionEdinburgh
Date incorporated1994
Years trading32 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Blue Planet Investment Management Ltd.

Established in 1994, Blue Planet Investment Management Ltd. has over 32 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 18 of them in Edinburgh.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
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?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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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 Blue Planet Investment Management Ltd. 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.

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