Financial Index › IFA Index › Cody Family Tree Trust And Estate Planning Ltd
Cody Family Tree Trust And Estate Planning Ltd
IFA Financial Advisers · Sheffield · Est. 2018
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Company Registration Details
| Registered company name | Cody Family Tree Trust And Estate Planning Ltd |
| Companies House number | 11664557 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Suite 4, 164-170 Queens Road, S2 4DH |
| City / Region | Sheffield |
| Date incorporated | 2018 |
| Years trading | 8 years |
| CH status | Active |
| Specialism | Recorded activity: 64301 |
| Index status | Claim this listing → |
About Cody Family Tree Trust And Estate Planning Ltd
Incorporated in 2018, Cody Family Tree Trust And Estate Planning Ltd is an established firm with 8 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.
Sheffield accounts for 25 of the 1663 ifa financial advisers tracked on this index.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
How to Choose the Right IFA Financial Adviser
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Sheffield
| Cavendish Estate Planning LtdSheffield · Est. 2021 | View → |
| Ludlam Wills And Estate Planning LtdSheffield · Est. 2021 | View → |
| Shepherd Independent Financial Advisers LimitedSheffield · Est. 2005 | View → |
| Elmo House Commercial LimitedSheffield · Est. 2022 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Cody Family Tree Trust And 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.