UK Independent. Sourced. Primary. · Est. 2024

Central Tax And Trustee Planning Limited Liability Partnership | IFA Financial Advisers | Solihull | Est. 2003

Central Tax And Trustee Planning Limited Liability Partnership is a ifa financial advisers registered in Solihull, established 2003. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Central Tax And Trustee Planning Limited Liability Partnership

IFA Financial Advisers UNCLAIMED LISTING

Central Tax And Trustee Planning Limited Liability Partnership

IFA Financial Advisers · Solihull, Birmingham · Est. 2003

23 years
Active Trading
Active
CH Status
OC306392
Company No
2025
Accounts to

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Company Registration Details

Registered company nameCentral Tax And Trustee Planning Limited Liability Partnership
Companies House numberOC306392 →
Company typeLimited Liability Partnership (LLP)
Registered address1 Dairy Barns, B94 5NL
City / RegionSolihull, Birmingham
Date incorporated2003
Years trading23 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim 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

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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: 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.

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