UK Independent. Sourced. Primary. · Est. 2024

Conquest Planning Inc. Uk Limited | IFA Financial Advisers | London | Est. 2021

Conquest Planning Inc. Uk Limited is a ifa financial advisers registered in London, established 2021. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Conquest Planning Inc. Uk Limited

IFA Financial Advisers · London · Est. 2021

5 years
Active Trading
Active
CH Status
13583723
Company No
2025
Accounts to

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Company Registration Details

Registered company nameConquest Planning Inc. Uk Limited
Companies House number13583723 →
Company typePrivate Limited Company (Ltd)
Registered address37th Floor 1 Canada Square, E14 5AA
City / RegionLondon
Date incorporated2021
Years trading5 years
CH statusActive
SpecialismRecorded activity: 62090
Index statusClaim this listing →

About Conquest Planning Inc. Uk Limited

Incorporated in 2021, Conquest Planning Inc. Uk Limited is an established firm with 5 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Conquest Planning Inc. Uk Limited or any firm listed. 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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