Financial Index › IFA Index › City & Country Estate Planning Limited
City & Country Estate Planning Limited
IFA Financial Advisers · London · Est. 2020
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Company Registration Details
| Registered company name | City & Country Estate Planning Limited |
| Companies House number | 12433531 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 154-160 Fleet Street, EC4A 2DQ |
| City / Region | London |
| Date incorporated | 2020 |
| Years trading | 6 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation) |
| Index status | Claim 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
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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.