UK Independent. Sourced. Primary. · Est. 2024

City & Country Estate Planning Limited | IFA Financial Advisers | London | Est. 2020

City & Country Estate Planning Limited is a ifa financial advisers registered in London, established 2020. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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City & Country Estate Planning Limited

IFA Financial Advisers · London · Est. 2020

6 years
Active Trading
Active
CH Status
1,023
Monthly Views
18
Enquiries

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Company Registration Details

Registered company nameCity & Country Estate Planning Limited
Companies House number12433531 →
Company typePrivate Limited Company (Ltd)
Registered address154-160 Fleet Street, EC4A 2DQ
City / RegionLondon
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About City & Country Estate Planning Limited

Incorporated in 2020, City & Country Estate Planning Limited is an established firm with 6 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 417 ifa financial advisers listed in London 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

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.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
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 City & Country Estate 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.

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