Financial Index › IFA Index › Central Tax And Trustee Planning Limited Liability Partnership
Central Tax And Trustee Planning Limited Liability Partnership
IFA Financial Advisers · Solihull, Birmingham · Est. 2003
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Company Registration Details
| Registered company name | Central Tax And Trustee Planning Limited Liability Partnership |
| Companies House number | OC306392 → |
| Company type | Limited Liability Partnership (LLP) |
| Registered address | 1 Dairy Barns, B94 5NL |
| City / Region | Solihull, Birmingham |
| Date incorporated | 2003 |
| Years trading | 23 years |
| CH status | Active |
| Specialism | Recorded activity: Not recorded |
| Index status | Claim this listing → |
About Central Tax And Trustee Planning Limited Liability Partnership
Founded in 2003, Central Tax And Trustee Planning Limited Liability Partnership has been active for 23 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 48 of them in Birmingham.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Charging structures vary, but all must be disclosed and agreed before advice is given.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. 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
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| Mws Financial Advisers LimitedSolihull · Est. 2001 | View → |
| Wm Financial Advisers LtdSolihull · Est. 2023 | 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 Central Tax And Trustee Planning Limited Liability Partnership 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.