Financial Index › IFA Index › Chris Lunt Ifa Estate Planning Ltd
Chris Lunt Ifa Estate Planning Ltd
IFA Financial Advisers · Liverpool · Est. 2023
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Company Registration Details
| Registered company name | Chris Lunt Ifa Estate Planning Ltd |
| Companies House number | 14786894 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 44a Liverpool Road, L31 2LZ |
| City / Region | Liverpool |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Chris Lunt Ifa Estate Planning Ltd
Incorporated in 2023, Chris Lunt Ifa 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 13 of them in Liverpool.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. 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
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask to see a sample annual review pack before agreeing to ongoing charges.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
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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 Chris Lunt Ifa 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.