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IFA Financial Advisers UNCLAIMED LISTING

Corporate Tax Planning Limited

IFA Financial Advisers · Bridgnorth, Wolverhampton · Est. 1988

38 years

Active Trading

Active

CH Status

02232332

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Corporate Tax Planning Limited
Companies House number	02232332 →
Company type	Private Limited Company (Ltd)
Registered address	The Beeches Stourbridge Road, WV15 6AQ
City / Region	Bridgnorth, Wolverhampton
Date incorporated	1988
Years trading	38 years
CH status	Active
Specialism	Recorded activity: 99999
Index status	Claim this listing →

About Corporate Tax Planning Limited

Established in 1988, Corporate Tax Planning Limited has over 38 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

It is one of 16 ifa financial advisers listed in Wolverhampton on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Bridgnorth

Mccormack Financial Advisers LtdBridgnorth · Est. 2016	View →
Bentley Independent Financial Advisers LtdBridgnorth · Est. 2017	View →
West House Business Advisers LtdBridgnorth · Est. 2016	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 Corporate Tax 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.

Corporate Tax Planning Limited | IFA Financial Advisers | Bridgnorth | Est. 1988