Financial Index › IFA Index › Cheshire Financial Planning Limited
Cheshire Financial Planning Limited
IFA Financial Advisers · Cheadle, Stockport · Est. 2014
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Company Registration Details
| Registered company name | Cheshire Financial Planning Limited |
| Companies House number | 09239207 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 42 Old Wool Lane, SK8 5JA |
| City / Region | Cheadle, Stockport |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Cheshire Financial Planning Limited
Founded in 2014, Cheshire Financial Planning Limited has been active for 12 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.
It is one of 21 ifa financial advisers listed in Stockport on this index of 1663 UK firms in the category.
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.
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
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Cheadle
| Retirement Solutions Later Life LtdCheadle · Est. 2025 | View → |
| The Ethical Investment Co (Property) LimitedCheadle · Est. 2009 | View → |
| Cheshire Financial Design LimitedCheadle · Est. 2011 | View → |
| Uk Wills And Estate Planning LtdCheadle · Est. 2014 | View → |
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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 Cheshire Financial Planning Limited 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.