UK Independent. Sourced. Primary. · Est. 2024

Buckingham Gate Estate Planning Ltd | IFA Financial Advisers | London | Est. 2023

Buckingham Gate Estate Planning Ltd is a ifa financial advisers registered in London, established 2023. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Buckingham Gate Estate Planning Ltd

IFA Financial Advisers · London · Est. 2023

3 years
Active Trading
Active
CH Status
14693830
Company No
2024
Accounts to

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Company Registration Details

Registered company nameBuckingham Gate Estate Planning Ltd
Companies House number14693830 →
Company typePrivate Limited Company (Ltd)
Registered addressC/O Ampa Holdings Llp Level 19, The Shard 32 London Bridge Street, SE1 9SG
City / RegionLondon
Date incorporated2023
Years trading3 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Buckingham Gate Estate Planning Ltd

Incorporated in 2023, Buckingham Gate Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
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?
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?
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: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Buckingham Gate 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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