Financial Index › IFA Index › Bluebond Estate Planning Limited
Bluebond Estate Planning Limited
IFA Financial Advisers · Royston, Rest of UK · Est. 2021
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Company Registration Details
| Registered company name | Bluebond Estate Planning Limited |
| Companies House number | 13817955 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 6 Willow Close, SG8 8BA |
| City / Region | Royston, Rest of UK |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Bluebond Estate Planning Limited
Incorporated in 2021, Bluebond Estate Planning Limited is an established firm with 5 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 152 ifa financial advisers listed in the UK 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
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
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
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Royston
| Bluebond Tax Planning LtdRoyston · Est. 2019 | View → |
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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 Bluebond Estate Planning Limited 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.